Difference between revisions of "How do I record contacts against a prospect?"
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The following article explains how to record contact notes against a prospect. | The following article explains how to record contact notes against a prospect. | ||
Revision as of 13:42, 19 June 2009
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
The following article explains how to record contact notes against a prospect.
Additional Information
Within the Sales Prospecting system it is possible to record contact notes against a prospect so that you are able to review what details have been discussed with prospective customers.
Logging Contact Notes
Select your prospect record from Add or Edit Prospects.
Record New Contact
Tap <F8> to record a New Contact.
- The contact type will pick up the default contact type as set in the parameters. If this is different, or has not been set, enter the contact type e.g. Letter. Tap <F1>/<Shift+F1> to scroll through your contact types.
- Enter your contact notes for the contact and, if necessary, amend the Contact Date, Type and Time. Tap <Esc> and [Accept] and the contact is saved automatically.
Record Next Contact
Tap <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 base of the prospect details screen.
- Enter/amend the details and tap <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 set the next 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
Tap <F7> to view Previous Contacts or add a contact.
- To View or Amend a contact record, move your cursor to point at the relevant record and tap <F5>. Make any amendments then tap Escape and Enter to accept the amendments.
- To record a new contact tap <F6>. If you have entered a contact type and any notes in the "Next Contact" section at the base of the main prospect details page, these will be entered for you. Fill in any details applicable to this contact i.e. Date, Type and Notes.
- Tap <Esc> and [Accept] and the contact is saved automatically.
See also
