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1. |
Jane adds a new contact to Prophet for Mark Sexton. As part
of the profile, she adds him to the New Client and Investment Property
categories which she created in the Master Category list (click on the
Categories button to locate the Master Category list button). The contact
profile looks like this: |
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2. |
Once the contact is created, Jane generates the sales opportunity
by selecting Mark Sexton (by clicking on his name ONCE) in the List View
window, then clicking on the down arrow next to New on the Prophet toolbar and
selecting Opportunity. |
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3. |
Jane fills in the information in the opportunity window for the
duplex and puts him at the introduction stage with a 60% probability of close.
She inserts notes on who referred him as well as specifics about the type of
property he is interested in. |
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4. |
She also adds in the product group and product he is interested in
by clicking on the Product/Services tab and selecting the multiplex category
and the $300,000 - $400,000 range. |
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5. |
If Jane was working with a number of agents who assisted her with
the opportunity, she could also assign the sales opportunity to whomever by
clicking on the Opportunity Account Reps tab and selecting the Edit Reps List
button. |