Difference between revisions of "Create Prospect"
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(Created page with "This section is a completely filtered down version of the "Create Customer". Only use this for quickly creating prospects who have no intention of ordering anytime soon. In o...") |
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| − | This section is a completely filtered down version of the "Create Customer" | + | ===In This Section=== |
| + | In this section, it is a completely filtered down version of the section "Create Customer" This is for creating a prospect of customers who have no intention of ordering anytime soon. | ||
| − | In order to create a Prospect Account, the minimum required fields are the Company Name, Address Line 1 and Postcode. | + | ===In order to create a Prospect Account, the minimum required fields are the Company Name, Address Line 1 and Postcode.=== |
| − | == Contact Details == | + | === Contact Details === |
| − | This tab allows you to specify the minimum contact details required in order to setup an account | + | This tab allows you to specify the minimum contact details required in order to setup an account with basic information |
| − | == Admin Details == | + | === Admin Details === |
This tab allows you to specify any relevant information whilst setting up the account. | This tab allows you to specify any relevant information whilst setting up the account. | ||
| − | == Call Back Tab == | + | === Call Back Tab === |
This tab allows you to set a call back date and any relevant notes during the creation of the prospect. | This tab allows you to set a call back date and any relevant notes during the creation of the prospect. | ||
Latest revision as of 12:41, 3 November 2021
Contents
In This Section
In this section, it is a completely filtered down version of the section "Create Customer" This is for creating a prospect of customers who have no intention of ordering anytime soon.
In order to create a Prospect Account, the minimum required fields are the Company Name, Address Line 1 and Postcode.
Contact Details
This tab allows you to specify the minimum contact details required in order to setup an account with basic information
Admin Details
This tab allows you to specify any relevant information whilst setting up the account.
Call Back Tab
This tab allows you to set a call back date and any relevant notes during the creation of the prospect.
