How to add a new Prospect?

Prospects allow you to associate and track potential business to a company or contract within the CRM.

• In the menu tab, navigate to CRM 
• Scroll down to Sales 
  • Select Prospect 

• This will open a list of all your existing prospects. 
• To add a new prospect, click "Add Prospect" on the top right-hand side
  
• This will direct you to a pop-up to be filled out.

• • Please note that there are mandatory fields that are required in order to save your prospect 
    • Name, Contact, Status, Guests, Total Value, Locations, Booking Source and Market Segment 
    • The Total Value field will prompt you to enter a breakdown of charges across Add Ons. The amount will auto-populate once you close out of the add-on list. 
      

• • • You will have the ability to add multiple locations, if applicable.
    • You can add Notes if you wish.
    • Highlight any Places of Interest of the prospect. 
    • Save

• It is also possible to add the prospect through a company
• Navigate to Companies using the Mega Menu
  
• Click on the name from the list of company
• Select "Prospect" from the options on the right-hand side. 
  
• Follow the same steps and fill in the fields with the relevant information.