How do I record a prospect's interest in a unit?
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Revision as of 16:30, 30 September 2011 by Chris Morrison (talk | contribs) (Created page with "{{Review}} == Summary == This article describes how to use "Vehicle Interests" in {{SP}}. This relies on you having the {{SP}} module and the {{VS}} module. == More Information...")
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Summary
This article describes how to use "Vehicle 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] else create a new one.
- Click onto the "Vehicle Interests" tab.
- In the "Model" field enter the vehicle model the prospect is interested in, if the model does not already exist follow this article to create a new one.
- In the "Date of interest" enter today's date.
- Complete the rest of the information you have available
- Click on [Done] and [Accept].
- To see a list of prospects and their vehicle interests go to " Sales Prospecting Prospect Vehicle Interests".
See also
