Difference between revisions of "ProDon:Prospecting Module"
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== Introduction == | == Introduction == | ||
| − | The client who already made some gifts can have a gift prospection for a particular occasion. A prospection is | + | 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 == | == Configuration and update of a prospection == | ||
| − | First, | + | First, go to [[ProDon:Client_Management|client management]] and open (or create) the client file for which the user wishes to establish a prospection. |
{| 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" | [[File:ProDon5_Prospecting_Module_002.png]]<br> | | 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 | + | | 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. |
| − | | <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows | + | | <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows a task to a prospection to be linked. |
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| <span style="color: rgb(255, 0, 0);">'''E'''</span>: Prospecting deposit date | | <span style="color: rgb(255, 0, 0);">'''E'''</span>: Prospecting deposit date | ||
| − | | <span style="color: rgb(255, 0, 0);">'''F'''</span>: Occasion | + | | <span style="color: rgb(255, 0, 0);">'''F'''</span>: Occasion assigns to the prospection and to its transactions. |
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| − | | <span style="color: rgb(255, 0, 0);">'''G'''</span>: Activity | + | | <span style="color: rgb(255, 0, 0);">'''G'''</span>: Activity assigns to the prospection and to its transactions. |
| − | | <span style="color: rgb(255, 0, 0);">'''H'''</span>: Canvasser | + | | <span style="color: rgb(255, 0, 0);">'''H'''</span>: Canvasser assigns to the prospection. |
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| <span style="color: rgb(255, 0, 0);">'''I'''</span>: Canvasser contact | | <span style="color: rgb(255, 0, 0);">'''I'''</span>: Canvasser contact | ||
| − | |<span style="color: rgb(255, 0, 0);">'''J'''</span>: Area to let | + | |<span style="color: rgb(255, 0, 0);">'''J'''</span>: Area to let the user add notes linked to the prospection |
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== Configuration of the commitment 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 [[ProDon:Commitment_Management_(Objective_vs_Automatic)| | + | 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]]. |
| − | == "List of | + | == "List of Prospects" Report == |
| − | To view the main prospection 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 [[Image:Bouton Rapport imprimer.png]] then select the "List of prospects" report. | After doing a search to view only the interesting prospects, click on [[Image:Bouton Rapport imprimer.png]] then select the "List of prospects" report. | ||
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.
 |
From the client file, click on "Prospecting activity" and the  button.
|
 | |
| 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 
then select the "List of prospects" report.
|
Document name: ProDon:Prospecting Module
Version : 5.0.3
