Managing Prospects: Difference between revisions
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Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. 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. | Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. 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. | ||
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Each Sales Opportunity should be associated with an Account, and each Opportunity file 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 file 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. | ||
==See Also== | |||
*[[Sale Management]] | |||
[[Category:Common Work Flows]] | |||
[[Category:Sales Management]] | |||
Revision as of 11:16, 3 August 2009
Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. 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.
Each Sales Opportunity should be associated with an Account, and each Opportunity file 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.