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Overview
"Add Prospect" is used to add prospects to MobiWork.
"Add Prospect" is used to add prospects to MobiWork.
How to Access the Page
It can be found by -
It can be found by -
- Going to the "Management" -> "Prospects" -> "Add Prospect" main menu entry
- Going to the "Management" -> "Prospects" main menu entry and clicking on "More Actions" -> "Add Prospect"
"Add Prospect"
"Add Prospect" contains -
"Add Prospect" contains -
Name: | Description: |
---|---|
"Company Name" | is the prospect's company name. |
"First Name" | the prospect's first name. This is a required field to fill out. |
"Last Name" | the prospect's last name. This is a required field to fill out. |
"Phone Number" | the prospect's phone number. |
"Email" | the prospect's email address. |
"Country" | the prospect's country. |
"Assigned To" | is the user the prospect is assigned to. |
"Status" | is the custom status of the prospect. |
"Category" | is the custom category of the prospect. |
"Percentage" | is the percentage the prospect will turn into a customer. |
"Expected Close Date" | is the date the prospect is expected to turn into a customer. The calendar icon to the right of this field can be clicked on to choose the date using a calendar popup. |
Custom Fields | can be shown here. |