Difference between revisions of "Waste Management Solution - Customers"
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==View Existing Prospects== | ==View Existing Prospects== | ||
Revision as of 14:35, 7 March 2023
Contents
1 Overview
Prospects 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.
2 Adding a Prospect
Customers are not created directly in the same way as Prospects, Appointments or other categories of system record, but are instead created by graduating a Prospect by completing at least one sale with them. For more information on this process see our dedicated article on the CRM Pipeline.
3 View Existing Prospects
3.1 Display
To view a list of existing Prospects, click the Prospects category on the menu sidebar and then select either "View My Prospects" or "View All Prospects" from the options that are displayed. "View My Prospects" will specifically show Prospects assigned to the user that is currently logged in, while "View All Prospects" will display all Prospects 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.
To view the full set of details for a Prospect or open it for editing, click on the Open button in the far left had column of the record.
3.2 Prospect Search
To search for a specific Prospect, open either of the view lists as described above and type your search term into the search field at the upper right hand side of the list of Prospects. Prospects can be searched by the following criteria:
- Firstname
- Surname
- Mobile Number
- Address 1/2/3
- Eircode
4 Update Existing Prospects
4.1 Update Details
To modify an existing prospect, first locate the prospect 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.
To update the record fill in any new details in the fields provided and then click on the Save Prospect button. Note that there are now additional tabs compared to during the Prospect creation stop outlined above, these are the Contacts, Appointments and Quotations tabs, which are used for adding Contacts, Appointments and Quotes respectively to this Prospects record.
For further detail on each of these processes, click on the links above to view their dedicated articles.
4.2 Reassign Prospect
Prospects can be manually reassigned to other system users via the Ownership Details tab. Open the tab and click on the Current Prospect 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 Prospect button to confirm your choice.
