Managing Prospects: Difference between revisions
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=Introduction= | =Introduction= | ||
Prospects (i.e. lead or potential customer) in | Prospects (i.e. lead or potential customer) in RangerMSP are managed in RangerMSP as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more. | ||
In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service. | In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service. | ||
=Opportunities for Prospect Customers= | =Opportunities for Prospect Customers= | ||
While the lead is in process, the sale stages and process can be managed under Opportunities in | While the lead is in process, the sale stages and process can be managed under Opportunities in RangerMSP. | ||
Each Sales Opportunity should be associated with an Account, and each Opportunity represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity. | Each Sales Opportunity should be associated with an Account, and each Opportunity represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity. | ||
You may also wish to manage a Quote for the sale, and for this you can use either [[Quotes| | You may also wish to manage a Quote for the sale, and for this you can use either [[Quotes|RangerMSP Quotes]], or integrate with [[Managing_Quotes#QuoteWerks.C2.AE_Link|QuoteWerks]]. | ||
==See Also== | ==See Also== | ||
*[[Sales]] | *[[Sales]] | ||
Latest revision as of 13:01, 8 July 2020
Introduction
Prospects (i.e. lead or potential customer) in RangerMSP are managed in RangerMSP as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.
In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.
Opportunities for Prospect Customers
While the lead is in process, the sale stages and process can be managed under Opportunities in RangerMSP.
Each Sales Opportunity should be associated with an Account, and each Opportunity represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity.
You may also wish to manage a Quote for the sale, and for this you can use either RangerMSP Quotes, or integrate with QuoteWerks.