I have to separate my prospects (customer - not yet client of my company) to my clients. And when I make a quote, I have to transform my prospect in "client".
How I can do to keep my contact in a "prospect" mode and send to him a quote without transform him in "client"?
Thanks by advance.
What you could do the simple way is to put them a tag Prospect, and on your customers view a default filter to specify "does NOT contain tag Prospect".
Another and more automated would be a default filter if Total Receivables are equal to 0 or if Sales Order is equal to 0.
Have a check which of these work for you. And please let me know if they did.
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|Asked: 5/30/16, 6:52 AM|
|Seen: 171 times|
|Last updated: 5/30/16, 3:18 PM|