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Waste Management Solution - Customers

412 bytes added, 15:08, 7 March 2023

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==Overview==

Prospects Customers are the third stage in the WMS CRM Pipeline. Customers can be created by progressing a Prospect through the CRM pipeline fully and share many of the same fields and functionality as Prospects . Existing Customers can be reviewed and modified at any time. This article will cover how to view and edit Customers.

==Adding a Customer==

To view a list of existing Customers, click the CRM category on the menu sidebar and then select either "My Customers" or "All Customers" from the options that are displayed. "My Customers" will specifically show Customers assigned to the user that is currently logged in, while "All Customers" will display all Customers currently available in the database. Both lists can be ordered by any of the columns on display, simply click on the column header to do so. 

[[File:WasteManagement-Prospects2Customers1.jpg|800px]]

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[[File:WasteManagement-Prospects3Customers2.jpg|800px]]

==Update Existing ProspectsCustomers==

====Update Details====

To modify an existing prospectCustomer, first locate the prospect Customer you want to update in either of the display lists as outlined above, then click on the Open button to the far left hand side of the record.

[[File:WasteManagement-Prospects4Customers3.jpg|800px]]

To update the record fill in any new details in the fields provided and then click on the Save Prospect Customer button. Note that there are now additional tabs compared to during the Prospect creation stop outlined above, these are the ContactsMade, Appointments , Quotations and Quotations Tickets tabs, which are used for adding Contacts, Appointments , Quotes and Quotes Tickets respectively to this Prospects Customer record.

[[File:WasteManagement-Prospects5Customers4.jpg|800px]]

For further detail on each of these processes, click on the links above to view their dedicated articles.

====Reassign Prospect====Prospects can be manually reassigned to other system users via the Ownership Details Also note that there is an additional tabpresent for Active Products. Open Like the Tickets tab, this tab is unique to the Customer view and click on will not display when a contact is still in the Prospects phase of the Current Prospect Owner field, a dropdown will appear displaying all active system usersCRM pipeline. Select This tab displays the user that you would like to assign the record to from total revenue stats for this dropdown Customer and click provides a detailed report on all of the Save Prospect active Products/Services a customer has purchased, which can be viewed by clicking on the "View Existing Products" button to confirm your choice.

[[File:WasteManagement-Prospects6Customers5.jpg|800px]] ====Reassign Customer====Customers can be manually reassigned to other system users via the Ownership Details tab. Open the tab and click on the Current Customer Owner field, a dropdown will appear displaying all active system users. Select the user that you would like to assign the record to from this dropdown and click on the Save Customer button to confirm your choice. [[File:WasteManagement-Customers6.jpg|800px]]

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Thomas Glennon

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