How to view prospects

Background

What are prospects?
Prospects are potential clients.

That is they are companies that may have a future use for your services, but for various reasons do not currently use them.

Prospects should be actively monitored and managed as a means to:--

generate increased market growth and sales revenue,
understand why a competitor's services are chosen in preference to those offered by TOT Shirts Limited
monitor industry trends

(Note: for this topic certain field values have been deliberately obscured in the screen-shots)

Ensure that you have logged onto strokeone, and that you can see and access the client button in strokeone home banner.

Field	Instructions
Do Not Call	A toggle field to indicate whether the client should be contacted or not.
Newsletter	A toggle field to indicate whether the client should receive a newsletter,
Status	A drop-down field denoting the whether the prospect is active (live) or inactive (dead)
Company	Manual text field recording the Company name for the prospect.
Email	The primary email address for the contact
Email icon	Clicking on this icon will cause a draft email to be created to address recorded in Email field.
Switchboard	Field to record the primary telephone number for the prospect company.
Created By	The username of the user who created the prospect record
Creation Date	Timestamp of when the prospect record was created.
History button	Navigates the user to the History Screen for the Prospect.

You can perform the following actions from within this layout.