Prospects

A prospect is a company you are reaching out to that has not asked you for anything yet: a venue, a planner, a school. It stays off your Leads list until it turns into a real enquiry.

Steps

1. Open Sales, Prospects and press New prospect.
2. Type the Company (required), the Contact name and their Title, Email, Phone, Website, City and State.
3. Press Create prospect.
4. As you work it, set its Status, the Sequence step you are on and the Next follow-up date.
5. When they reply and want something, press Promote to lead at the top. A lead is made and the prospect points to it.

Good to know

• The tabs across the list are Working, Replied, Promoted, Dead and All.
• A promoted prospect shows Open lead instead of Promote, and the lead keeps where it came from.
• Leads, and converting them to a quote, do not need Prospects. If your company does not chase cold accounts, an admin can switch Prospects off under Settings, System, Modules. Nothing is deleted.
• Prospects are on Pro and the license, not on Lite.

If something goes wrong

• Prospects is not on the menu. It is switched off for your company, or your role cannot open it. Ask your admin.