Difference between revisions of "Create Prospect"
Jump to navigation
Jump to search
m (deleted some bits) |
|||
| Line 5: | Line 5: | ||
=== Contact Details === | === Contact Details === | ||
This tab allows you to specify the minimum contact details required in order to setup an account with basic information | This tab allows you to specify the minimum contact details required in order to setup an account with basic information | ||
| − | + | ||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
| − | |||
== Admin Details == | == Admin Details == | ||
Revision as of 12:36, 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
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.
