Waste Management Solution - Prospects

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 - Miscellaneous record information

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.

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.