Add and manage prospects
After reading this topic you will know:
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How to add a prospect.
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How to use prospects within Client Management.
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How to convert a prospect into a client.
In Client Management:
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Clients are defined as individuals or organisations that you do work for. You can add subscriptions like Sage Accounting to a client. Select the Clients tab to view the client list.
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Prospects are prospective clients that you are looking to do work for. You cannot add subscriptions to a prospect. Select the Prospects tab to view the prospect list.
Using the prospect record
With a prospect open, there are a number of options available.
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Add comments to this prospect for other members of your practice to view.
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Build relationships between other prospects and clients.
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Convert a prospect into a client. Remember that when this conversion is complete, this person's details will move from the prospect list to the client list, and from the prospect record into the client record.
Add a prospect
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Select the Prospects tab.
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Select Add prospect from the prospect list menu.
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Choose a prospect type.
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Fill in the necessary fields for your prospect. These will differ depending on the prospect type you've selected.
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Work through the wizard, selecting Next when you've completed each page.
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Select Save.
Turn a prospect into a client
If you have a prospect that you need to do work for, like their bookkeeping or tax affairs, you will need to convert them into a client. This will allow you to add products like Accounting or Personal Tax to them.
Once converted, any relationships you've already established with other clients will be retained.
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From the prospect list, select the prospect you want to convert.
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From the Prospect actions menu, select Convert prospect to client.
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Choose the folder you want to save your converted client in, and select Convert.
All existing relationships will remain.
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