1. Equipment Rental
  2. Rental Management
  3. Flows

Manage prospects
Activity Flow

Prospects are qualified leads. They are interested and are working toward a decision.

You have spoken to them and understand their needs. They are open to continued discussion.

They fit the buyer profile, and your offer meets their needs.

Some prospects need more time or internal approvals. This can make the prospect stage the longest part of the sales cycle.

Rental service coordinator Rental service coordinator Executes rental service coordinator tasks Start Start Create a new Prospect Create a new Prospect You can create a prospect for a potential customer or account that has not yet done business with you. You can also link the prospect to a lead or opportunity. Procedure 1. Go to Sales and marketing > Relationships > Prospects > All prospects. 2. Click New. 3. In the Name field, type a value. 4. In the ZIP/postal code field, type a value. 5. In the Street field, type a value. 6. In the Street number field, type a value. 7. In the Delivery terms field, enter or select a value. 8. In the Country/region field, enter or select a value. 9. In the Phone field, type a value. 10. In the Address books field, type a value. 11. Click Save. 12. Expand the Rental section. 13. In the Invoice profile field, enter or select a value. 14. In the Rental calendar field, enter or select a value. 15. In the list, click the link in the selected row. 16. In the Rate code field, enter or select a value. 17. In the Prospect group field, enter or select a value. 18. In the list, click the link in the selected row. 19. Expand the Credit and tax section. 20. Select Yes in the Mandatory credit limit field. 21. In the Credit rating field, type a value. 22. In the Credit limit field, enter a number. 23. Click Save. 24. Click Save. Prospect  exists? Prospect  exists? Select an existing Prospect Select an existing Prospect In the list of prospects, you can open the record that you want to edit. Procedure 1. Go to Sales and marketing > Relationships > Prospects > All prospects. 2. In the list, find and select the desired record. 3. Click Edit. 4. Close the page. Add a Task requirement Add a Task requirement A task is a description of the work for a project. The work order template defines the tasks on a work order.You can link a work order to sales, purchase, or rental orders through the work order template. Procedure 1. Go to Sales and marketing > Relationships > Prospects > All prospects. 2. In the list, find and select the desired record. 3. Click Edit. 4. On the Action Pane, click General. 5. Click Task requirements. 6. Click New. 7. In the Task ID field, enter or select a value. 8. In the Capability field, enter or select a value. 9. Click Save. 10. Click Save. 11. Close the page. End End No Yes

Activities

Name Responsible Description

Create a new Prospect

Rental service coordinator

You can create a prospect for a potential customer or account that has not yet done business with you. You can also link the prospect to a lead or opportunity.

Select an existing Prospect

Rental service coordinator

In the list of prospects, you can open the record that you want to edit.

Add a Task requirement

Rental service coordinator

A task is a description of the work for a project. The work order template defines the tasks on a work order.

You can link a work order to sales, purchase, or rental orders through the work order template.

Activities

Name Responsible Description

Create a new Prospect

Rental service coordinator

You can create a prospect for a potential customer or account that has not yet done business with you. You can also link the prospect to a lead or opportunity.

Select an existing Prospect

Rental service coordinator

In the list of prospects, you can open the record that you want to edit.

Add a Task requirement

Rental service coordinator

A task is a description of the work for a project. The work order template defines the tasks on a work order.

You can link a work order to sales, purchase, or rental orders through the work order template.
Related to Notes

Manage prospects

 		 

Provide feedback