Prospects Management Guide
This guide provides a detailed explanation of managing prospects in your CRM system. Prospects are potential leads that can be tracked, nurtured, and eventually converted to leads for further processing. Below is a complete breakdown of the actions you can perform on the Prospects page.
The Prospects page is designed to help businesses manage their initial point of contact with potential clients. Prospects are categorized separately to maintain a clear distinction from leads and customers.
Prospects Page Overview
The Prospects page has a layout similar to the Leads and Customers pages, featuring a table displaying all your prospects and actionable buttons for management. Refer to the image below for an overview of the Prospects page layout.
Creating a Prospect
To create a new prospect:
- Click the Add button at the top of the Prospects page.
- In the overlay that appears, select Create.
- Fill out the form with details such as Title, First Name, Last Name, Email, and Phone.
- Once the form is completed, click Create. The new prospect will appear on the Prospects page.
Importing Prospects
To bulk import prospects using a CSV file:
- Click the Add button and select Import from file from the overlay menu.
- Upload your CSV file in the provided form. The file must contain the following headers: Title, First Name, Last Name, Email, and Phone. These headers must match the format exactly.
- After uploading, click Import. The prospects will be added to your CRM system.
Viewing a Prospect
To view the full details of a prospect:
- Locate the prospect in the table.
- Click the three-dot menu next to the prospect by your right and select Full Details.
- The prospect's details, including their creation and update timestamps, will be displayed.
Editing a Prospect
To edit a prospect’s details:
- Click the three-dot menu next to the prospect by your right and select Edit.
- The prospect's details will load in a form. Make the required changes.
- Click Update to save the changes.
Deleting a Prospect
To delete a prospect:
- Click the three-dot menu next to the prospect by your right and select Delete.
- The prospect will be permanently removed from the system. This action cannot be undone.
Converting a Prospect to a Lead
To convert a prospect into a lead:
- Click the three-dot menu next to the prospect by your right and select Convert to Lead.
- Prospect will automatically be converted to a lead.
Exporting Prospects
To export prospects as a CSV file:
- Select the prospects you want to export by checking the checkboxes next to their entries.
- Once you select a prospect, a three-dot menu will appear at the top of the page.
- Click export in the menu. The selected prospects will be processed and automatically downloaded as a CSV file.
Deleting Multiple Prospects
To delete multiple prospects at once:
- Select the prospects you want to delete by checking the checkboxes next to their entries.
- Click the three-dot menu at the top of the page and select Delete.
- All selected prospects will be permanently removed from the system. This action cannot be undone.