Create Prospect: Difference between revisions
Jump to navigation
Jump to search
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..." |
|||
| Line 3: | Line 3: | ||
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.