Overview

Our Prospects & Leads section allows you track and manage all of your interactions with each contact in a detailed list.


Prospects are potential or existing customers that are qualified to purchase a product or service.


Leads are new opportunities that are not yet qualified.


Status's

Each contact has a status which determines what stage they are at.

  • New - For new leads that have been imported or entered into EVOPOS
  • Contacted - When you have contacted the new lead
  • Connected - When you have connected with the lead
  • Open - When the lead is qualified and becomes a prospect
  • Closing - When the prospect has been quoted and is going ahead
  • Customer - When the prospect has been invoiced
  • Unqualified - If the lead is unqualified


Subject

The subject is a brief description of what the prospect is interested in.


Summary

The summary is a description of the prospect that should include key details that are helpful to establish a good relationship and give any user an understanding of the prospect and their needs.


Value

The value or revenue generated by winning a deal with the prospect


Dates

Target Date - A target of when the prospect becomes a customer.


Origin Date - The date of when the contact became a prospect


Last Event - The date of the last interaction with the prospect


Next Event - The date of the next event for the prospect


Events

An event is a way to record an interaction with the prospect, or an event that relates to a quote or deal.


Events can be created manually through the New Event button, they are also triggered when saving a quote or updating a deal.


You can easily create a follow up Task when saving an event.


Workflow

Depending on your business type and sales process will determine the workflow you use to manage your prospects & leads.


Creating

You can create a prospect in 3 different ways:

  • Manually create in CRM\Prospects
  • Import from file or integration
  • You are prompted when saving a quote


Manual

  1. Click the new button in CRM\Prospects
  2. Choose a contact
  3. Enter the event details and set other fields.


Updating

We update the prospect through adding events, you can also update the prospect manually by editing any of the fields.