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= Outdated;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:
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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.
Allow to access the contacts register to list them to the current entity.
Procedures
To detail or add a campaign script:
In this same screen, use the option Detail, to view registered questions and answers and that are referent to the selected campaign.
Still in this screen through the option 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 Code in this code.
To update imported data, use the option Update Contacts accessible by related Features.
An access login with Neoway is requested. After Authentication are shown current register information from the entity to the left and information returned from API Newoway query to the right.
Select information and click Save. The system displays the screen update successfully completed.
Procedures to import Prospect files
This option is used to import spreadsheets from this file.
Procedures
See Also
The registered Prospects, in the list SUS - Prospects Register by the topic Generic Register Query.