How do I record contacts against a prospect?
From Catalyst
Contents
Summary
The following article explains how to record contact notes against a prospect.
More Information
In the Sales Prospecting system you can record contact notes against a prospect so that you are able to review what details have been discussed with prospective customers.
Logging Contact Notes
Go to " Sales Prospecting Add or Edit Prospects"".
Record New Contact
- Search for your prospect, or add a new one.
- Press <F8> to record a New Contact.
- The "Contact Type" will pick up the default contact type as set in the settings. If this is different, or has not been set, enter the contact type e.g. 'Letter'.
- Press <F1>/<Shift+F1> to scroll through your contact types or press <Ctrl+F1> to search.
- Select a contact type from the list and click [Choose].
- If the contact type does not exist click [Add] to create a new contact type.
- Enter a 3 character code and a "Description".
- Click [Done] and [Accept].
- Enter your "Contact Notes" for the contact and, if necessary, amend the "Contact Date", "Type" and "Time".
- Press <Esc> and [Accept].
Record Next Contact
- Press <Shift+F8> to record the Next Contact.
- This is similar to the previous option but it will pick up the date, type and notes from the "Next Contact" section at the bottom of the Prospect Details screen.
- Enter/amend the details and press <Esc> and [Accept] to save it.
You will be left on the "Notes" line in the "Next Contact:" section at the base of the screen. This will be blanked out ready for you to type the contact notes. The date and type will be picked up from the system defaults. If the defaults aren't set, enter the date and type to remind you of your next contact.
 | If you want to make use of the Contacts Due report facility, make sure you are filling in and updating the Next Contact details at the bottom of the prospect details page. |
View Previous Contacts
- Press <F7> to view Previous Contacts or add a contact.
- To view or edit a contact record, move your cursor to point at the relevant record and press <F5>. Make any amendments then press <Esc> and [Accept].
- To record a new contact, press <F6>.
- If you have entered a contact type and any notes in the "Next Contact" section at the bottom of the Prospect Details page, these will be entered for you. Fill in any details applicable to this contact i.e. Date, Type and Notes.
- Press <Esc> and [Accept].
See also
- How do I find a prospect?
- How do I create a new prospect?
- How do unit interests work?
- How do I convert a prospect into a customer?
- How do I record contacts from Prospects Due?
