A Prospects module has been added to the Customers menu to either archive unused Customers* or store prospective Customers without adding them to the Customers records.
The Prospects menu is either available from Customers / Prospects / Manage Prospects
The introduction of Prospects can be done manually by going to Prospects and selecting New and entering all of the information as available.
It can also be done via an import routine, going to Admin / Manage Import Routine - Selecting data type Prospects. There is also an import Routine for Prospect Contacts.
*Adding exiting customers to the Prospects menu is done by exporting out all customers, editing the list to show only the customers being moved to prospects menu and importing using the instructions below.
The existing customers in Infusion are removed by going to Admin / Deleting / Delete Customer.
Select the fields that match the columns on the available Spread Sheet. See Importing Data from the Admin Data Menu for more information on this.
It is also possible to Export out Customers from the Customer Database and import them into Infusion as Prospects and retain the Original Customer Account Number. This will need to be done in conjunction with your Partner or Support Staff see Deleting Customers for the Prospects Database
Prospects can also be entered via conversion data.
Using the Prospects Menu from above will display all of the Prospects entered. To turn a Prospect into a Customer, use the Customer Lookup screen in Invoice, Quotes or Jobs. A new button called Prospect now shows.
Select this and select the Prospect to be changed. A prompt will appear
The new Customer account will be populated with all of the Prospects information, along with the default Payment Terms, Price Level etc. The account will need to be opened for any adjustment to be made.
If the Conversion is cancelled a prompt will also appear.
Currently there are no reports for Prospects, but they can can be Exported using Customers / Utilities / Export Prospects.