...
This routine allows data for the identification of a prospect. For the system, a prospect is an account that works for the formation of a sales opportunity. Therefore, we can say that a well worked prospect can generate a future customer.
Register data are extremely important for sales management, once all sales opportunities are directed to prospects.
In the module Invoicing this routine makes possible scheduling visits. For more details, see topic Visit Scheduling Option.
Prospects are identified in the routine maintenance window, by a caption that indicates customer status:
= Outdated;
= Classified;
= Development;
= Manager;
= Standby;
= Canceled;
= Customer;
Important:
|
...
Procedures
Registering a new Prospect manually:
...
Related Features
Makes possible to query all campaign scripts already answered by the entity and the inclusion of new script runs to its contacts.
...
To detail or add a campaign script:
...
Still in this screen through the option Add Add we can:
- Click the scroll bar and select the first contact.
- Double click the campaign combo you want to select and confirm.
- View the screen answer screen Dynamic Scripts.
...
Procedures to Import Neoway files
The file import using Neoway are viewed on screen of this routine with respective CNAEs and contacts.
Select one of the imported Suspects. Notice the field CNAE CodeCode in this code.
To update imported data, use the option Update Contacts accessible by related Features.
...
...
See Also
The registered Prospects, in the list SUS - Prospects Register by the topic Generic Register Query.