During the process of working with your prospects you will need to view, update, provide additional notes or create a prospect guide. The process to create prospect guides will be covered next in this chapter. To update your prospect accounts follow this procedure:

 

1.Click the Prospects tab.

 

2.Select and highlight the prospect account in the list.

3.Click the Edit / View Prospect button or the Edit / View icon.

 

4.The Prospect dialog box will display with the Company name and their assigned Prospect # in the upper left corner of the dialog box.

 

5.Edit the prospect’s Address information as required.

 

6.Edit the Contact information as required.

 

7.In the Options section make modifications as required for:

 

▪Price Level from the drop down list.

 

▪Salesperson from the drop down list.

 

▪Ready to Convert will only be checked when the prospect is ready to be converted to a customer account.

 

8.Notes – Enter any additional notes about the prospect account to assist in your work with them.

 

9.Click Save.