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

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

unit, prospecting, vehicle, interest, prospect, interests