Add and Manage Prospects records

This guide provides step-by-step instructions on how to add and manage prospects for New Zealand Tours Ltd. It includes detailed instructions on navigating to the CRM platform, adding prospects, filling in relevant information, and saving the data. It also covers adding addresses and contacts for the prospects. This guide is essential for anyone who wants to effectively manage prospects for New Zealand Tours Ltd.

Step 1: Navigate to the CRM Workspace

Select the Prospect option under the Master records

Step 1

Step 2: You will be presented with a list of prospects

To add a new record, Click "Add Prospect"

Step 2

Step 3: Enter the Company Name for your new prospect

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Step 4: You can also classify your prospect records into various groups

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Step 5: Click "All Customer Groups" to see the list previously setup

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Step 6: You can capture the annual revenue of your prospects for further sales analysis

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Step 7: NexWaveERP allows you to capture the various industries your prospects are…

NexWaveERP allows you to capture the various industries your prospects are linked to

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Step 8: Click "Transportation"

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Step 9: You may also wish to segment your prospects into various territories

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Step 10: Double Click on the Territory field and then Click "New Zealand"

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Step 11: Click "Address & Contact" tab to record this information

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Step 12: Click "Leads" to see any leads linked to this prospect record

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Step 13: Click "Opportunities" to see any opportunities already created for the prospect

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Step 14: Click "Save" to save the initial information

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Step 15: Click "Address & Contact"

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Step 16: Click "New Address" to add additional address records

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Step 17: Enter information in Address Line 1

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Step 18: You can capture information in Address Line 2 and also the City/Town Field

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Step 19: The Postcode can also be captured

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Step 20: Use the Phone number field to capture the main telephone number for the prospect

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Step 21: Click "Save"

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Step 22: Click "New Contact" to add contacts at the prospect

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Step 23: Enter the First & Last Name plus any additional information required about the…

Enter the First & Last Name plus any additional information required about the contact.

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Step 24: Click "Save"

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