Prospects are those companies that have not yet been sold to, but which companies are desired to get as customers.
Under “Prospects” you click on “Add“, where you then enter the creation screen.
For quick filling in of the company information, you can just enter CVR no. on the company that one wants to create. Read more here
After we enter the company information, we start assigning the lead “Group”, “Interests” and products.
Under the “Groups” field, which refers to where the topic originated, select that group. Among other things, the Customer group can now be entered and the functions from the customer groups can be used. Read more here.
In the following, here select the CRM group “Business“.
Under the field “Interests” which refers to the target group the lead belongs to, select the relevant interest.
In the following, choose “Sailing”
Under the field “Products” which refers to the products you want to hit this topic with.
Here you have the opportunity to select all products (“Select all”), but here you choose the product “Signal flag” which is interesting for the lead.
Now the creation of the lead is filled with the necessary parameters. Press “Save” to complete the creation.
On the lead summary, you can see which “Products” and “Interests” items are associated with them.
Once you have created a topic, you can add a specific contact person on the topic that you want to work with, for example. A salesperson or a warehouse employee etc.
To do this, mark the item in question under “Leads” and click on “Contacts”
Creating “Contacts” under the lead:
Mark the lead – >click “Contacts/”Add Record”
Here you fill in the contact information of the contact that the newsletter should hit and the desired “Products” and “Interests” and click on “Save”
You also have the option to change “Interests” and “Products” when creating a contact person, in relation to your user name. Master data with which the lead is created.
In this way, you will hit the individual contact person for the lead.
Contacts Read more
Follow-up. See more