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Waste Management Solution - Customers

377 bytes removed, 14:35, 7 March 2023
Adding a Prospect
==Adding a Prospect==
To add a Prospect, click Customers are not created directly in the same way as Prospects category on the menu sidebar and then select "Create New , Appointments or other categories of system record, but are instead created by graduating a Prospect" from the options that are displayedby completing at least one sale with them. The Prospect interface is divided up into 4 tabs: * Prospect details - Primary contact For more information* Address and GPS details - Address information* Additional Details - Misc information* Ownership details - Record information  on this process see our dedicated article on the [[File:WasteManagement-Prospects1.jpgWaste Management Solution|800pxCRM Pipeline]]  The following fields are mandatory and must be filled in: * Title* First Name* Surname* Mobile Number* Email Address* Address line 1* Address line 2* Eircode/Postcode/Zip Code* Council  Once All details have been input click on the Save Prospect button to proceed.  
==View Existing Prospects==
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