Prospect

This section furnishes the list of prospects available.

Prospects are automatically converted into customers when the Quotation reaches the Completed Quotation Stage.

Prospects can be created by the following methods

Method One - Directly Through Prospect

• Step 1 : Sales --> Prospect
• Step 2: Prospect --> New Prospect
• Step 3: A popup window will appear where you need to fill General, Communication , Address and Sales Details.

Method Two - Through Enquiry

• Step 1 : Sales --> Enquiry
• Step 2 : Enquiry --> New Enquiry
• Step 3 : Select Prospect --> New Prospect. A popup window will appear where you can fill the required details to create a prospect .

Method Three - Through Quotation

• Step 1 : Sales --> Quotation
• Step 2 : Quotation --> New Quotation
• Step 3 : Select Prospect --> New Prospect. A popup window will appear where you can fill the required details to create a prospect .

The Video inserted below explains you the working of " How create prospect " to have a better understanding

https://youtu.be/ClnqFOcObZ8

Actions Performed

Followup - A Follow Up Reminder can be set using this feature. Multiple Follow Ups can be set and the list can be maintained precisely

• View
• Edit
• Delete

The Video inserted below explains you the working of **" Prospect " **to have a better understanding

https://youtu.be/ClnqFOcObZ8

Overview

Overview has two Sections which can be switched. They are

• Overview
• By Quotation

Overview

This furnishes the overall view of enquiry generated and steps taken based on the period selected(Quarter).

You can analyse the data Enquiry generated vs Quotations prepared vs Completed and Cancelled Quotation .

This splits into five different sections. They are,

The First Section has the First Graph which explains the number of Jobs generated in respect to the period given.

The Second section has a Bar Graph explaining the amount at each state of quotation i.e. amount holded by pending quotation, completed quotation and approved quotation in monthly wise.

They are indicated by three different bars with non-identical colours.

The Third Section furnishes the “Quotation by Location”. This shows the number of customers and number of quotations respective to the country selected.

This also has a zoom in and zoom out feature which is available at the left corner and it is indicated by “ + / - “ .

The Fourth Section has a pie chart which explains the services done and its comparison .

The Final Sections deals with top category ,

You can filter data based on the following

• Top Customer Wise
• Top Salesman Wise.
• Salesman Enquiry wise.

Updated on: 05/07/2024