Prospects Feature Basics
Contents
Use the links below for additional information about the Prospects Feature:
▪Prospects Tab Overview & screen details
The Prospects tab is where salespeople can create, edit, and delete prospect accounts. Prospect accounts will also be created automatically via our website when a potential customer uses the Request Quote feature in the Catalog page. Only the designated Prospects Manager or System Administrator is allowed to convert prospects accounts to regular customer accounts.
A salesperson is allowed to edit one “prospect guide” per prospect account to use for quoting prices. The prospect guide is very similar to the Order Guide feature already provided in the system for customers. Refer to the Order Guides chapter in this guide for more information. The prices in the prospect guide can be edited similar to the price editing feature in a regular customer order.
When a prospect account is ready to become a real customer account you will check the “Ready to Convert” check box and the status of the prospect will be set to the “Pending”.
Salespeople are not allowed to make any additional changes to the prospect account at this time. Only a Prospects Manager can continue to change the prospect information and prospect guide until it has been converted to a regular customer account.