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Waste Management Solution - Customers

384 bytes added, 16:08, 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==

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 [[Waste Management Solution|CRM Pipeline]].

==View Existing ProspectsCustomers==

====Display====

To view a list of existing ProspectsCustomers, click the Prospects CRM category on the menu sidebar and then select either "View My ProspectsCustomers" or "View All ProspectsCustomers" from the options that are displayed. "View My ProspectsCustomers" will specifically show Prospects Customers assigned to the user that is currently logged in, while "View All ProspectsCustomers" will display all Prospects 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]]

To view the full set of details for a Prospect Customer or open it for editing, click on the Open button in the far left had column of the record.

====Prospect Customer Search====To search for a specific ProspectCustomer, 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 ProspectsCustomers. Prospects Customers can be searched by the following criteria:

* Firstname

* Eircode

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

==Update Existing Customers==

====Update Details====

To modify an existing Customer, first locate the 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.

==Update Existing Prospects======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[[File:WasteManagement-Customers3.jpg|800px]]

[[File:WasteManagement-Prospects4To update the record fill in any new details in the fields provided and then click on the Save Customer button. Note the Contacts Made, Appointments, Quotations and Tickets tabs, which are used for adding Contacts, Appointments, Quotes and Tickets respectively to this Customer record.jpg|800px]]

[[File:WasteManagement-Customers4.jpg|800px]]

To update the record fill in any new details in the fields provided and then For further detail on each of these processes, click on the Save Prospect button. Note that there are now additional tabs compared to during the Prospect creation stop outlined links above, these are the Contacts, Appointments and Quotations tabs, which are used for adding Contacts, Appointments and Quotes respectively to this Prospects recordview their dedicated articles.

[[File:WasteManagement-Prospects5Also note that there is an additional tab present for Active Products. Like the Tickets tab, this tab is unique to the Customer view and will not display when a contact is still in the Prospects phase of the CRM pipeline. This tab displays the total revenue stats for this Customer and provides a detailed report on all of the active Products/Services a customer has purchased, which can be viewed by clicking on the "View Existing Products" button.jpg|800px]]

For further detail on each of these processes, click on the links above to view their dedicated articles[[File:WasteManagement-Customers5.jpg|800px]]

====Reassign ProspectCustomer====Prospects Customers can be manually reassigned to other system users via the Ownership Details tab. Open the tab and click on the Current Prospect 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 Prospect Customer button to confirm your choice.

[[File:WasteManagement-Prospects6Customers6.jpg|800px]]

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