How do I record a prospect's interest in a unit?
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Revision as of 10:10, 28 October 2011 by Charles Allison (talk | contribs)
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], otherwise create a new one.
- Click on 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 "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 vehicle interests, go to " Sales Prospecting Prospect Vehicle Interests".
See also