An important feature for your sales staff using entrée.NET, is to provide them with a set of tools to manage and prepare quotes for potential customers. This feature is called “Prospects”.
 
Salespeople can create, edit, and delete prospect accounts and create Prospect Guides to provide price quotes. Prospect Guides can be printed or emailed to the potential customer.
 
The prospect guide is very similar to the Order Guide feature provided for customers in entrée.NET. The prices in the prospect guide can be edited as required by your salespeople.
 
A key element of the prospects feature is the ability to easily convert a prospect into a regular customer account in the main entrée system. A designated “Prospects Manager” is allowed to convert prospect accounts to live customer accounts.
 
Note that orders cannot be placed for Prospects and they are not included in your customer listing. Each prospect has a “Status” associated with them to indicate their current position in the prospect to customer conversion chain. These statuses are:

 

•Active: Initial state indicating that this is an  active prospect.

•Pending: Indicates that this prospect is ready to be converted into a customer.

•In Process: Indicates that the conversion to a customer is in process and pending confirmation from the main entrée system.

•Converted: Indicates that the prospect has been converted to a customer.

Prospects