Difference between revisions of "How do I record a prospect's interest in a unit?"
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== Summary == | == Summary == | ||
| − | This article describes how to use " | + | This article describes how to use "Unit Interests" in {{SP}}. |
This relies on you having the {{SP}} module and the {{VS}} module. | This relies on you having the {{SP}} module and the {{VS}} module. | ||
| Line 6: | Line 6: | ||
Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | Go to {{Menu|{{SP}}|Add or Edit Prospects}}. | ||
* If the prospect already exists, [[How do I find a prospect?|search]] for them and click {{Button|Edit}}, otherwise [[How do I create a new prospect?|create]] a new one. | * If the prospect already exists, [[How do I find a prospect?|search]] for them and click {{Button|Edit}}, otherwise [[How do I create a new prospect?|create]] a new one. | ||
| − | * Click on the {{Tab| | + | * Click on the {{Tab|Unit Interests}} tab. |
| − | * In the {{DataPrompt|Model}} field, enter the | + | * In the {{DataPrompt|Model}} field, enter the unit model the prospect is interested in. |
**If the model does not already exist, follow [[Creating unit models|this]] article to create a new one. | **If the model does not already exist, follow [[Creating unit models|this]] article to create a new one. | ||
* In {{DataPrompt|Date of interest}}, enter today's date. | * In {{DataPrompt|Date of interest}}, enter today's date. | ||
| Line 13: | Line 13: | ||
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
| − | * To see a list of prospects and their | + | * To see a list of prospects and their unit interests, go to {{Menu|{{SP}}|Prospect Unit Interests}}. |
== See also == | == See also == | ||
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* [[Getting started - Sales Prospecting]] | * [[Getting started - Sales Prospecting]] | ||
| − | {{KB_Tags|prospecting, vehicle, interest, prospect, interests}} | + | {{KB_Tags|unit, prospecting, vehicle, interest, prospect, interests}} |
{{KB_SP}} | {{KB_SP}} | ||
Revision as of 16:00, 16 April 2019
Summary
This article describes how to use "Unit Interests" in Sales Prospecting. This relies on you having the Sales Prospecting module and the Unit Sales module.
More Information
Go to " Sales Prospecting Add or Edit Prospects".
- If the prospect already exists, search for them and click [Edit], otherwise create a new one.
- Click on the [Unit Interests] tab.
- In the "Model" field, enter the unit model the prospect is interested in.
- If the model does not already exist, follow this article to create a new one.
- In "Date of interest", enter today's date.
- Complete the rest of the information you have available.
- Click [Done] and [Accept].
- To see a list of prospects and their unit interests, go to " Sales Prospecting Prospect Unit Interests".
See also
