Working with Prospects

To find out more about www.salesorder.com click here to set an appointment. Prospects are potential Customers. You can attach Contacts, Quotes, Estimates etc. to a prospect. To invoice a Prospect, you first must convert the Prospect to a Customer. This document is very similar to a customer document. Functions include: If this article is unclear, please let us know:

Working with Leads

To find out more about www.salesorder.com click here to set an appointment. The Lead Document captures details about sales enquiries from prospective or existing Customers. To prioritize sales activities, the following details can be captured: Memos are available to capture additional information and interactions. When required, a Lead can be converted into a Prospect or a Customer. A lead can … Read More

Working with Sales Opportunities

To find out more about www.salesorder.com click here to set an appointment, or read more about their take on Business Intelligence. Sales Opportunities are potential business deals. These opportunities are recorded in Transactional Documents, summarised in the Sales Forecast Document and gives a view of the current Sales Pipeline. Each Sales Opportunity has various stages: Each stage has a Percentage Probability, which is … Read More

Leads, Prospects and Customers

To find out more about www.salesorder.com click here to set an appointment. It is useful to have an understanding of this relationship between Leads, Prospects and Customers in your system. A Lead is essentially contact information (together with some notes or memos) that is used to capture potential Customers. Leads may be obtained from the web, word of mouth, advertisements … Read More

Configuring Prospects

To find out more about www.salesorder.com click here to set an appointment. The Prospect Configuration Document lets you configure the unique Ref # for New Prospects. If this article is unclear, please let us know: