Offer subsidies to control the last visit, responsible sales representative, market segments the company is active in, contact origin with prospect and updated status.
The field Status identifies the prospect status, which can be:
- Classified
The status is automatically attributed by the system, showing the prospect became a customer, from the moment the first sales is made. In the Call Center module, this sale is made in the option Call Center - Telesales.
- Development
Indicate the prospect is in development.
- Manager
Indicate the prospect is under the responsibility of an account management.
- Stand By
Indicate the negotiations with the prospect are stopped, but can be continued in the future.
- Canceled
Indicate the prospect has been canceled.
- Prospect
Indicate the suspect already because a prospect.
Information in the field Suppl.Mail (US_ENTORI) with 1-Mailing, 2-Campaign, 5-Event or 7-Partner, makes the field Ent.Origin (US_ORIGEM) to be mandatory. |
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