Waste Management Solution - Prospects
From All n One's bxp software Wixi
1 Overview
Prospects are the first stage in the WMS CRM Pipeline. New Prospects can be created at any time, while existing prospects can be reviewed and modified as needed. This article will cover how to add, edit and view prospects.
Please note that once at least one sale has been agreed upon, Prospects will graduate to Customers and be moved to that portion of the system instead.
2 Adding a Prospect
To add a Prospect, click the Prospects category on the menu sidebar and then select "Create New Prospect" from the options that are displayed. The Prospect interface is divided up into 4 tabs:
- Prospect details - Primary contact information
- Address and GPS details - Address information
- Additional Details - Misc information
- Ownership details - Record information
