Difference between revisions of "Create Prospect"
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===In This Section=== | ===In This Section=== | ||
| − | In this section it is a completely filtered down version of the section "Create Customer" This is for creating a | + | 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.=== | ||
Revision as of 13:53, 2 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.
