- 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.
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- 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.
- Please note that there are mandatory fields that are required in order to save your prospect
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- 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
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To update your Locations of Interest, contact the Customer Success Team here
- 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.
For Help changing the status of a prospect, click HERE.
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