Lead/Prospect Management

Your sales team has the option to compile a list of prospects using Elecate Prospect Management.  The Prospect manager captures referral, contact, and communication information.

The Prospect Management window allows you to maintain a separate database for clients that you are “prospecting.” The primary difference between “prospects” and “customers” in Synergy is that in order to book an event at any status, the client must be a customer. However, you may be working with someone for a long time to entice them to do business with you.

The advantage to having two separate databases with the delineation of the two is that Synergy provides you with a separate callback and contact management system for both the Prospect and Customer databases. Management of the two can be divided amongst your staff in order to stay on top of both potential and current business.

A) To add a new Lead/Prospect:

1. Go to Sales & Marketing in the left side panel.
2. Click on Customer (CRM).
3. Click Lead/Prospect in the navigation bar.
4. Click Lead/Prospect Management.
   
5. Click New Entry.
   
6. Fill in the information of the New Lead/Prospect information.
   
7. Click on Save.
   
   
   

B) To see reporting:

1. Go to Sales & Marketing in the left side panel.
2. Click on Customer (CRM).
3. Click Lead/Prospect in the navigation bar.
4. Click Lead/Prospect Management.
   
   

5. On “Dates From:” and “To:”, select the dates of the report to view.

   

6. Click on Refresh.

   

7. Click on the Check boxes to select the report or reports you want to export. 

   

8. Click Print to and select how you want to view the report.