Managing Prospects

When you create a new sales quote, you can create the quote for an existing customer or for a prospective customer.

When you create a prospect, the customer remains a prospect until the sales quote is sent to e-automate. When the sales quote is sent to e-automate, the system creates a sales order in e-automate from the sales quote and makes the prospect an active customer in your e-automate database. Use these steps to create a prospect when creating a new sales quote.

Under the Accounts region, click the [New…] icon (piece of paper) to open the Add Prospect window.

Enter the following general information for this prospect as appropriate:

Prospect name: Name of the prospect who is not yet an active customer in your system and for whom you are creating the quote.

Attention: Name of the person to send the quote to.

Remarks: Any comments you want the prospect to see on the sales quote.

Enter the following details for this prospect as appropriate:

Address: The street address portion of the prospect's mailing address. This field is required.

City: The city in which the prospect is located. This field is required.

County: The county in which the prospect is located.

State: The state in which the prospect is located. This field is required.

Zip: The zip code or postal code portion of the prospect's mailing address. This field is required.

Country: The country in which the prospect is located.

Phone1: The prospect's primary phone number. This field is required.

Phone2: The prospect's secondary phone number.

Fax: The prospect's fax number.

Email: The prospect's email address.

Website: The prospect's web site for customers.

In the Tax code field, use the drop-down menu to select the tax code you want to assign to this prospect. When the sales quote is submitted to e-automate creating a sales order, e-automate will use the tax code you selected here.

In the Price level field, use the drop-down menu icon to select the price level you want to assign to this prospect.

Click [OK] to add the new prospect to the Accounts list.

When you create a new sales quote, you can create the quote for an existing customer or for a prospective customer.

If necessary, you can also delete a prospective customer—provided no quotes and opportunities are associated with the prospect.

In the Accounts region, use the drop-down menu icon to select the prospect you want to delete.

Click the [Delete...] icon (red circle) to display the Delete Prospect verification window.

Click [Yes] to delete the prospect.

When you create a new sales quote, you can create the quote for an existing customer or for a prospective customer.

When you create a prospect, the customer remains a prospect until the sales quote is sent to e-automate. When the sales quote is sent to e-automate, the system creates a sales order in e-automate from the sales quote and makes the prospect an active customer in your e-automate database. Use these steps to create a prospect when creating a new sales quote.

Before the customer becomes active, you can edit the prospect information as necessary. To edit information for a prospect, do the following:

In the Accounts region, use the drop-down menu to select the prospect you want to edit.

Click the  [Edit...] icon (paper and a pencil) to open the Edit Prospect window.

Make changes to the prospect's general information in the following fields as appropriate:

Prospect name: Name of the prospect who is not yet an active customer in your system and for whom you are creating the quote.

Attention: Name of the person to send the quote to.

Remarks: Any comments you want the prospect to see on the sales quote.

Make changes to the prospect details in the following fields as appropriate:

Address: The street address portion of the prospect's mailing address. This field is required.

City: The city in which the prospect is located. This field is required.

County: The county in which the prospect is located.

State: The state in which the prospect is located. This field is required.

Zip: The zip code or postal code portion of the prospect's mailing address. This field is required.

Country: The country in which the prospect is located.

Phone1: The prospect's primary phone number. This field is required.

Phone2: The prospect's secondary phone number.

Fax: The prospect's fax number.

Email: The prospect's email address.

Website: The prospect's web site for customers.

In the Tax code field, use the drop-down menu to select the tax code you want to assign to this prospect. When the sales quote is submitted to e-automate creating a sales order, e-automate will use the tax code you selected here.

In the Price level field, use the drop-down menu icon to select the price level you want to assign to this prospect.

Click [Update Prospect] to save the changes to the selected prospect.