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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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 |
| + | *Custom Account No: | ||
| + | *Do not call customer | ||
| + | *Customer Declines Mailshots (green=Declines) | ||
| + | *Origin Site | ||
| + | *Customer Status= Active/Prospect | ||
| + | *Customer Category = None/Low/High | ||
| + | *NCR Catchall Domain | ||
| + | *Prefix | ||
== Admin Details == | == Admin Details == | ||
Revision as of 11:35, 20 September 2021
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 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
- Custom Account No:
- Do not call customer
- Customer Declines Mailshots (green=Declines)
- Origin Site
- Customer Status= Active/Prospect
- Customer Category = None/Low/High
- NCR Catchall Domain
- Prefix
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.
