Prospects, or seedings, are potential leads that can eventually be converted into customers. Managing prospects effectively is crucial for building a robust sales pipeline. This guide will walk you through the steps to add, edit, and delete prospects in SalesTown CRM.
Step-by-Step Guide to Adding a Prospect (Seeding)
1. Navigate to the Seeding Page
- On the workboard, locate and choose the Seeding tab by clicking to access the Seeding List page.
- Look for an “Add Prospect” button, located at the top-right corner of the Prospect List page.
- Click on this button to open the new prospect form.
2. Fill in Prospect Details
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- Lead Title: Provide a descriptive title for the lead.
- Organization Name: Enter the name of the organization associated with the prospect.
- Contact Person Name: Fill in the name of the primary contact person.
- Contact Email: Add the contact person’s email.
- Contact Phone No.: Add the contact person’s phone number.
- Organization Website: Enter the website URL of the organization.
- Attach Product: Choose Product Name from the dropdown.
- Organization Address: Include country, state, city, address, and pin code.
- Custom Fields: If any are already created.
After filling in all the necessary details, click the “Save” button to add the prospect to your SalesTown account.
In case any fields are marked as important by the account admin in the settings, they will be mandatory to fill.
Step-by-Step Guide to Editing a Prospect (Seeding)
1. Locate the Prospect
- On the workboard, locate and choose the Seeding tab by clicking to access the Seeding List page.
- Search for the prospect you want to edit using the search bar or by browsing through the list.
2. Open the Prospect Details
- Click on the prospect’s name to open its detail view.
3. Edit the Required Information
- Click on the edit icon (pencil icon) given next to the respective field you want to edit.
- Update the necessary fields with the new information.
- Once you have made the desired changes, click the “Save” button to update the prospect’s details.
Step-by-Step Guide to Deleting a Prospect (Seeding)
1. Locate the Prospect
- On the workboard, locate and choose the Seeding tab by clicking to access the Seeding List page.
- Search for the prospect you want to edit using the search bar or by browsing through the list.
Single Entry from Workboard-
2. Delete the Prospect
- Click on it and it will redirect to the Seeding Detail Page.
- Click on the Delete icon given in the bottom left next corner.
- A confirmation dialog will appear, asking you to confirm the deletion.
- Click OK to delete the Seeding.
Single Prospects from List View-
1. Delete the Prospect
- Click on the three dots of the respective Prospect you want to delete.
- A dropdown will appear. Click on the Delete Prospect option.
- A confirmation dialog will appear, asking you to confirm the deletion.
- Click OK to delete the Seeding.
Multiple Prospects from List View-
1. Find the Seeding to Delete
- On the workboard, locate and choose the Seeding tab by clicking to access the Seeding List page.
- Click on the checkbox given on each row of Seeding to select the respective Prospect to delete.
2. Delete the Prospect
- On clicking, a delete button will be shown.
- Click on the Delete button and hit Apply.
- A confirmation dialog will appear, asking you to confirm the deletion.
- Click OK to delete the Seeding.
Deleting a product is a permanent action and cannot be undone. Ensure that you double-check before confirming the deletion.
Managing prospects in SalesTown CRM involves adding new prospects with detailed information, editing existing prospect details, and deleting prospects when necessary. By following these steps, you can efficiently manage your potential leads and ensure your sales pipeline remains organized and up-to-date.