The initial phase of the Sales CRM Workflow involves the creation of a prospect account and a lead. This two-part process is outlined below and includes related article links to gain a comprehensive understanding of setup and functionality for each.
1. Create a Prospect Account
Pathway: Accounts > Add Account
Within the Add Account editor, two options are provided when adding a new account: Active and Prospect. Prospect accounts refer to accounts that have not yet signed an agreement or contract and are currently in the sales pipeline. Once a contract has been signed, the prospect account can be converted to an active account within the system. For detailed instructions on setting up a prospect account, please refer to the Related Articles section below.
Related Articles:
- Create Account: Screen Field Descriptions
- Create a New Prospect Account
- Additional Account Setup
- Add Contacts
2. Create a Lead
Pathway: Accounts > Search > Accounts Menu (Green '+' Icon)
Once the prospect account is created, the next step is to add a lead. Leads are essential for keeping track of potential opportunities and predicting future revenue. After adding a lead, it will be synchronized with other CRM tools within the Sales module. For detailed instructions on creating a lead for a prospect account, refer to the Related Articles section below.
