Managing Prospects - Revision history

Dina at 13:01, 8 July 2020

2020-07-08T13:01:16Z

← Older revision		Revision as of 13:01, 8 July 2020
Line 2:		Line 2:
	=Introduction=		=Introduction=
	Prospects (i.e. lead or potential customer) in RangerMSP are managed in RangerMSP as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.		Prospects (i.e. lead or potential customer) in RangerMSP are managed in RangerMSP as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.

	~~[[File:sales_opportunity_lead.gif\|center]]~~

	In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.		In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.

Dina at 12:58, 8 July 2020

2020-07-08T12:58:04Z

← Older revision		Revision as of 12:58, 8 July 2020
Line 1:		Line 1:
	{{usermanualssales}}		{{usermanualssales}}
	=Introduction=		=Introduction=
	Prospects (i.e. lead or potential customer) in ~~CommitCRM~~ are managed in ~~CommitCRM~~ as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.		Prospects (i.e. lead or potential customer) in RangerMSP are managed in RangerMSP as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.

	[[File:~~commit_sales_opportunity_lead~~.gif\|center]]		[[File:sales_opportunity_lead.gif\|center]]

	In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.		In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.

	=Opportunities for Prospect Customers=		=Opportunities for Prospect Customers=
	While the lead is in process, the sale stages and process can be managed under Opportunities in ~~CommitCRM~~.		While the lead is in process, the sale stages and process can be managed under Opportunities in RangerMSP.

	Each Sales Opportunity should be associated with an Account, and each Opportunity represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity.		Each Sales Opportunity should be associated with an Account, and each Opportunity represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity.

	You may also wish to manage a Quote for the sale, and for this you can use either [[Quotes\|~~CommitCRM~~ Quotes]], or integrate with [[Managing_Quotes#QuoteWerks.C2.AE_Link\|QuoteWerks]].		You may also wish to manage a Quote for the sale, and for this you can use either [[Quotes\|RangerMSP Quotes]], or integrate with [[Managing_Quotes#QuoteWerks.C2.AE_Link\|QuoteWerks]].
	==See Also==		==See Also==
	*[[Sales]]		*[[Sales]]

Sheli at 19:55, 14 November 2011

2011-11-14T19:55:16Z

← Older revision		Revision as of 19:55, 14 November 2011
Line 1:		Line 1:
	{{usermanualssales}}		{{usermanualssales}}
			=Introduction=
			Prospects (i.e. lead or potential customer) in CommitCRM are managed in CommitCRM as Accounts. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.

			[[File:commit_sales_opportunity_lead.gif\|center]]

	Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.
	In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.		In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.

	~~[[File:commit_sales_opportunity_lead~~.~~gif\|center]]~~		=Opportunities for Prospect Customers=
			While the lead is in process, the sale stages and process can be managed under Opportunities in CommitCRM.

	Each Sales Opportunity should be associated with an Account, and each Opportunity ~~file~~ represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity.		Each Sales Opportunity should be associated with an Account, and each Opportunity represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity.

			You may also wish to manage a Quote for the sale, and for this you can use either [[Quotes\|CommitCRM Quotes]], or integrate with [[Managing_Quotes#QuoteWerks.C2.AE_Link\|QuoteWerks]].
	==See Also==		==See Also==
	*[[Sales]]		*[[Sales]]

Yarden at 10:51, 17 August 2009

2009-08-17T10:51:54Z

← Older revision		Revision as of 10:51, 17 August 2009
Line 11:		Line 11:
	*[[Sales]]		*[[Sales]]
	*[[Managing Quotes]]		*[[Managing Quotes]]
	[[Category:~~Common~~ Work Flows]]		[[Category:Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

Yarden at 14:19, 12 August 2009

2009-08-12T14:19:41Z

← Older revision		Revision as of 14:19, 12 August 2009
Line 1:		Line 1:
			{{usermanualssales}}

	Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.		Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.
	In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.		In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.

Yarden: /* See Also */

2009-08-10T13:53:36Z

Yarden: /* See Also */

2009-08-10T13:52:37Z

Yarden at 11:25, 3 August 2009

2009-08-03T11:25:51Z

← Older revision		Revision as of 11:25, 3 August 2009
Line 8:		Line 8:
	==See Also==		==See Also==
	*[[Sales Management]]		*[[Sales Management]]
			*[[Managing Quotes]]
	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]
	[[Category:Sales Management]]		[[Category:Sales Management]]

Yarden: /* See Also */

2009-08-03T11:18:03Z

Yarden at 11:16, 3 August 2009

2009-08-03T11:16:26Z

@@ Line 1: / Line 1: @@
 Each prospect (i.e. lead or potential customer) is managed in CommitCRM as an Account. You can set the account’s Type field to read as "Lead" or "Prospect" until it becomes a real customer. While an account is classified as a lead, you can manage all the related information for this account, such as appointments, tasks, sales opportunities, documents, and more.
 In each lead’s Account file you can keep detailed information about potential customers. You can filter information by the different fields, allowing you to target specific customers. For example, you can find all prospects from a specific area that might be interested in a specific service.
@@ Line 6: / Line 5: @@
 Each Sales Opportunity should be associated with an Account, and each Opportunity file represents a potential sale (of a service contract, equipment sale, etc.). Once an Opportunity is won, you can turn it into a work order, for example, create a contract out of a Sales opportunity.

← Older revision		Revision as of 13:53, 10 August 2009
Line 7:		Line 7:

	==See Also==		==See Also==
	*[[Sales ~~Management~~]]		*[[Sales]]
	*[[Managing Quotes]]		*[[Managing Quotes]]
	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]
	[[Category:Sales]]		[[Category:Sales]]

← Older revision		Revision as of 13:52, 10 August 2009
Line 10:		Line 10:
	*[[Managing Quotes]]		*[[Managing Quotes]]
	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]
	[[Category:Sales ~~Management~~]]		[[Category:Sales]]

← Older revision		Revision as of 11:18, 3 August 2009
Line 7:		Line 7:

	==See Also==		==See Also==
	*[[~~Sale~~ Management]]		*[[Sales Management]]
	[[Category:Common Work Flows]]		[[Category:Common Work Flows]]
	[[Category:Sales Management]]		[[Category:Sales Management]]