Request: How can I set the default status for prospects who do not yet have a transaction associated with them? Solution: When working with prospects in your system, you can define a default status to be assigned to new prospects who do not yet have a transaction associated with them. This allows you to categorize… Continue reading Setting the Default Prospect Status for New Prospects
Tag: lead/prospect
Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Create a lead/prospect record. Create an opportunity using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Opportunity Sales Order Customer Lead Opportunity Invoice Customer Lead Opportunity Cash Sale Customer Prospect Opportunity Sales Order Customer Prospect Opportunity Invoice… Continue reading Lead/Prospect is converted into customer by creating an opportunity and clicking any one of the sales order/invoice/cash sale buttons.
Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Create a lead/prospect record. Create an estimate using the lead/prospect created. Click on the sales order/invoice/cash sale button. The lead/prospect is converted into customer. Record Transaction Performed Click on the Button Converted into Lead Estimate Sales Order Customer Lead Estimate Invoice Customer Lead Estimate Cash Sale Customer Prospect Estimate Sales Order Customer Prospect Estimate Invoice… Continue reading Lead/Prospect is converted into customer by creating an estimate and clicking any of the sales order/invoice/cash sale button.
Prospect to customer conversions through sales transactions.
Prospect is converted into customer in the following sales transactions. Record Transaction performed Converted into Prospect Sales Order Customer Prospect Cash Sale Customer Prospect Invoice Customer
Lead and prospect records are converted to customer record when status is changed.
LEAD TO CUSTOMER Steps: Create a lead. Lists -> Relationships -> Lead -> New Enter the required details. Save the record. Edit the record and change the status to “CUSTOMER- Closed Won” or “CUSTOMER- Lost Customer” or “CUSTOMER- Renewal“. Save the record. Now the Lead is converted to Customer. PROSPECT TO CUSTOMER Steps: Create a… Continue reading Lead and prospect records are converted to customer record when status is changed.
Saved search to get the billing address of parent and sub customers
Scenario: How to get the billing address fields of parent and sub-customers.? Solution: 1)Create a customer saved search: navigate to list>search>saved search>new Customer Saved Search: Click Edit Click Criteria Click Standard Filter: Select Sub of Description: Select is not -None– Filter: Select Stage Description: Select is any(prospect,lead,customer) Filter: select address fields sub Customer Field: Select billing address Description: Select is true Filter: select parent customer fields… sub Customer Field: Select… Continue reading Saved search to get the billing address of parent and sub customers
Creation of Customer Deposit from a Lead/Prospect
Description A customer deposit transaction records the funds received when a customer makes an advance payment for an order. This payment is recorded in the general ledger as a liability until the goods or services are delivered, and does not affect the customer’s accounts receivable balance. After the order is filled, the deposit is applied… Continue reading Creation of Customer Deposit from a Lead/Prospect