Difference between revisions of "ProDon:Prospecting Module"

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== Introduction  ==
 
== Introduction  ==
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The client who already made some gifts can have a gift prospection for a particular occasion. A prospection is an monetary evaluation/speculation of what a client can give for an occasion. If a client accept the prospection and given the amount in question, there will be creation of a commitment.  
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The client who already made some gifts can have a gift prospection for a particular occasion. A prospection is a monetary evaluation/speculation of what a client can give for an occasion. If a client accepts the prospection and given the amount in question, there will be creation of a commitment.  
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Un client qui a déjà fait plusieurs dons peut avoir une prospection de don pour une occasion en particulier. Une prospection, c’est l’évaluation monétaire qu’un client peut nous donner pour une occasion. Si un client accepte la prospection et étant donné l’importance du montant promis, il y a prise d’un engagement.<br>
 
  
 
== Configuration and update of a prospection  ==
 
== Configuration and update of a prospection  ==
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First, you must go to client management and open (or create) the client file for which you wish to establish a prospection.  
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First, go to [[ProDon:Client_Management|client management]] and open (or create) the client file for which the user wishes to establish a prospection.  
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Vous devez d'abord vous rendre dans la [[ProDon:Gestion des clients|gestion des clients]] et ouvrir&nbsp;(ou créer) la fiche du client pour lequel vous souhaitez établir une prospection.<br>
 
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
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| [[Fichier:ProDon5 Prospection 001 1.png|650px]]<br>
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| [[File:ProDon5_Prospecting_Module_001.png]]<br>
 
|-
 
|-
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| From the client file, click on "Prospecting activity" and the Add button.
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| From the client file, click on "Prospecting activity" and the [[Image:Bouton Ajouter.png]] button.  
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Depuis la fiche du client, cliquez sur «&nbsp;''Prospection''&nbsp;» puis sur [[Image:Bouton Ajouter.png]].<br>
 
 
|}
 
|}
  
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
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| colspan="2" | [[Fichier:ProDon5 Prospection 002.png]]<br>
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| colspan="2" | [[File:ProDon5_Prospecting_Module_002.png]]<br>
 
|-
 
|-
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows to open a prospecting file in the client electronic folder to link documents.  
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| width="50%" | <span style="color: rgb(255, 0, 0);">'''A'''</span>: Allows a prospecting file to be opened in the client electronic folder to link documents.  
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Permet d’ouvrir un dossier «&nbsp;Prospection&nbsp;» dans le dossier électronique du client pour y joindre des documents.<br>
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| <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows to link a task to a prospection.
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| <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows a task to a prospection to be linked.
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permet d'associer une tâche à une prospection.<br>
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|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Tool to Edit/delete/ the client or the prospecting contact.  
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| <span style="color: rgb(255, 0, 0);">'''C'''</span>: Tool to Edit/delete/Change the client or the prospecting contact.  
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Outils pour changer/effacer/modifier le client ou le contact de la prospection<br>
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| <span style="color: rgb(255, 0, 0);">'''D'''</span>: État de la prospection<br>
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| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Prospecting Progress
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|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''E'''</span>&nbsp;:&nbsp;Date de dépôt de la prospection<br>
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| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Prospecting deposit date
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| <span style="color: rgb(255, 0, 0);">'''F'''</span>&nbsp;: Occasion assigné à la prospection et à ses transactions<br>
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| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Occasion assigns to the prospection and to its transactions.
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|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''G'''</span>&nbsp;: Occasion assigné à la prospection et à ses transactions<br>
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| <span style="color: rgb(255, 0, 0);">'''G'''</span>: Activity assigns to the prospection and to its transactions.
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| <span style="color: rgb(255, 0, 0);">'''H'''</span>&nbsp;:&nbsp;Solliciteur assigné à la prospection
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| <span style="color: rgb(255, 0, 0);">'''H'''</span>: Canvasser assigns to the prospection.
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|-
 
|-
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| <span style="color: rgb(255, 0, 0);">'''I&nbsp;'''</span>: Contact du soliciteur<br>
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| <span style="color: rgb(255, 0, 0);">'''I'''</span>: Canvasser contact
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|<span style="color: rgb(255, 0, 0);">'''j&nbsp;'''</span>: Les notes que vous voulez ajoutez en lien avec la prospection
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|<span style="color: rgb(255, 0, 0);">'''J'''</span>: Area to let the user add notes linked to the prospection
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|-
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| <span style="color: rgb(255, 0, 0);">'''K&nbsp;'''</span>: Détails sur les montants discutés avec le client approché pour la prospection
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| <span style="color: rgb(255, 0, 0);">'''K'''</span>: Details about the discussed amount for the prospected client
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| <span style="color: rgb(255, 0, 0);">'''L&nbsp;'''</span>: Pour consulter les tâches associées à la prospection
 
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|}
 
  
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<br> ''Texte italique''
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| <span style="color: rgb(255, 0, 0);">'''L'''</span>: To view the tasks linked to the prospection
  
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== Configuration de l'engagement relié à la prospection  ==
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|}
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Une prospection acceptée est systématiquement liée à un engagement.&nbsp; Le lien se fait de façon complètement transparente dès qu'un engagement est créé dans la même occasion/activité que la prospection.&nbsp; Pour plus de détails sur la création et la configuration d'un engagement, veuillez consulter l'aide sur le [[ProDon:Module engagement|module engagement]].
 
  
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== Rapport «&nbsp;Liste des prospections&nbsp;»  ==
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== Configuration of the commitment linked to the prospection ==
  
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Pour consulter le rapport principal de prospection, vous devez d'abord vous rendre dans «&nbsp;''Analyse et historique''&nbsp;» puis «&nbsp;''Prospections''&nbsp;».  
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An accepted prospection is automatically linked to a commitment. The link will be invisibly done as soon as a commitment is created in the same prospection occasion/activity. For further information about the creation and the configuration of a commitment, please go to the [[ProDon:Commitment_Management_(Objective_vs_Automatic)|Commitment Module]].
  
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Après avoir fait une recherche appropriée pour voir uniquement les prospections qui vous intéressent, cliquez sur [[Image:Bouton Rapport imprimer.png]] puis choisissez le rapport «&nbsp;''Liste des prospections ''».<br>
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== "List of Prospects" Report ==
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To view the main prospection report, go to "Analysis", "History" and then "Commitments and prospections". In the window that will open, click on the prospecting activity tab.
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After doing a search to view only the interesting prospects, click on [[Image:Bouton Rapport imprimer.png]] then select the "List of prospects" report.  
  
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable"
 
|-
 
|-
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| colspan="2" | [[Fichier:ProDon5 Prospection 004.png]]
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| colspan="2" | [[File:ProDon5_Prospecting_Module_003.png]]
 
|}
 
|}
  
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{{BasPage_ProDon_Version|5.0.3}}<br>
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{{Footer_ProDon_Version|5.0.3}}<br>

Latest revision as of 07:55, 24 February 2017

Prospecting Module

Introduction

The client who already made some gifts can have a gift prospection for a particular occasion. A prospection is a monetary evaluation/speculation of what a client can give for an occasion. If a client accepts the prospection and given the amount in question, there will be creation of a commitment.

Configuration and update of a prospection

First, go to client management and open (or create) the client file for which the user wishes to establish a prospection.

ProDon5 Prospecting Module 001.png
From the client file, click on "Prospecting activity" and the Bouton Ajouter.png button.


ProDon5 Prospecting Module 002.png
A: Allows a prospecting file to be opened in the client electronic folder to link documents. B: Allows a task to a prospection to be linked.
C: Tool to Edit/delete/Change the client or the prospecting contact. D: Prospecting Progress
E: Prospecting deposit date F: Occasion assigns to the prospection and to its transactions.
G: Activity assigns to the prospection and to its transactions. H: Canvasser assigns to the prospection.
I: Canvasser contact J: Area to let the user add notes linked to the prospection
K: Details about the discussed amount for the prospected client L: To view the tasks linked to the prospection

Configuration of the commitment linked to the prospection

An accepted prospection is automatically linked to a commitment. The link will be invisibly done as soon as a commitment is created in the same prospection occasion/activity. For further information about the creation and the configuration of a commitment, please go to the Commitment Module.

"List of Prospects" Report

To view the main prospection report, go to "Analysis", "History" and then "Commitments and prospections". In the window that will open, click on the prospecting activity tab. After doing a search to view only the interesting prospects, click on Bouton Rapport imprimer.png then select the "List of prospects" report.

ProDon5 Prospecting Module 003.png

Document name: ProDon:Prospecting Module
Version : 5.0.3


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