How do I record a prospect's interest in a unit?

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

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

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

• How do unit interests work?
• How do I create a new prospect?
• Getting started - Sales Prospecting

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Keywords AND Misspellings

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