How to maintain customer’s prospects?

Open your company, home page of the company will open and there you will see the different options in the bar, then click on the maintain, as shown in the picture and then select the customer prospects.

When you click on the customer prospects the following window will appear:

When this window will open frst you have to entre

·        The customer ID

·        Name

And then provide general information

·        Contact

·        Address of the customer

·        City

·        Country name

Minimum requirement is “customer id” and “name”.

Then click on the next option “Sales default”, the following window will appear:

Fill in the required fields as in this window

·        There is “sales rep” it means sales representatives.

·         Then write “open purchase order no.”,

·         If you are reselling the product then entre the “resale no.”

·        Then set the pricing level according to your prices (e.g it can be more or less than cost).

Then go to the next option which is “Payment Defaults” when you click on this option the following window will appear:

 In this window there are details about the credit card.

Then go to the “Custom Fields” the following window will appear:

In these required fields you will entre the additional information about the customer, if any:

After custom fields, click on the next option “history”, when you clicks on “history” the following window will appear:

Here you will see the history of all transactions and history of old customers as well.