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 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. | 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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== Configuration and update of a prospection == | == Configuration and update of a prospection == | ||
| − | First, you must go to client management and open (or create) the client file for which you wish to establish a prospection. | + | First, you must go to [[ProDon:Client_Management|client management]] and open (or create) the client file for which you wish to establish a prospection. |
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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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| [[File:ProDon5_Prospecting_Module_001.png]]<br> | | [[File:ProDon5_Prospecting_Module_001.png]]<br> | ||
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| − | | From the client file, click on "Prospecting activity" and the | + | | From the client file, click on "Prospecting activity" and the [[Image:Bouton Ajouter.png]] button. |
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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. | | 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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| <span style="color: rgb(255, 0, 0);">'''B'''</span>: Allows to link a task to a prospection. | | <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);">'''C'''</span>: Tool to Edit/delete/Change the client or the prospecting contact. | | <span style="color: rgb(255, 0, 0);">'''C'''</span>: Tool to Edit/delete/Change the client or the prospecting contact. | ||
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| <span style="color: rgb(255, 0, 0);">'''D'''</span>: Prospecting Progress | | <span style="color: rgb(255, 0, 0);">'''D'''</span>: Prospecting Progress | ||
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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 | ||
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| <span style="color: rgb(255, 0, 0);">'''F'''</span>: Occasion assign to the prospection and to its transactions. | | <span style="color: rgb(255, 0, 0);">'''F'''</span>: Occasion assign to the prospection and to its transactions. | ||
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| <span style="color: rgb(255, 0, 0);">'''G'''</span>: Activity assign to the prospection and to its transactions. | | <span style="color: rgb(255, 0, 0);">'''G'''</span>: Activity assign to the prospection and to its transactions. | ||
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| <span style="color: rgb(255, 0, 0);">'''H'''</span>: Canvasser assign to the prospection. | | <span style="color: rgb(255, 0, 0);">'''H'''</span>: Canvasser assign 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 | ||
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|<span style="color: rgb(255, 0, 0);">'''J'''</span>: Area to let you add notes linked to the prospection | |<span style="color: rgb(255, 0, 0);">'''J'''</span>: Area to let you add notes linked to the prospection | ||
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| <span style="color: rgb(255, 0, 0);">'''K'''</span>: Details about the discussed amount for the prospected client | | <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'''</span>: To view the tasks linked to the prospection | | <span style="color: rgb(255, 0, 0);">'''L'''</span>: To view the tasks linked to the prospection | ||
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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 [[ProDon:Commitment_Management_(Objective_vs_Automatic)|commitment module]]. | 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)|commitment module]]. | ||
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== "List of prospects" report Rapport « Liste des prospections » == | == "List of prospects" report Rapport « Liste des prospections » == | ||
To view the main prospection report, you must first go to "Analysis", "History" and then "Commitments and prospections". In the window that will open, click on the prospecting activity tab. | To view the main prospection report, you must first 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. | ||
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{| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | {| width="200" cellspacing="1" cellpadding="1" border="1" class="wikitable" | ||
Revision as of 11:38, 6 January 2017
| Prospecting Module |
Introduction
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.
Configuration and update of a prospection
First, you must go to client management and open (or create) the client file for which you wish to establish a prospection.
 |
From the client file, click on "Prospecting activity" and the  button.
|
 | |
| A: Allows to open a prospecting file in the client electronic folder to link documents. | B: Allows to link a task to a prospection. |
| C: Tool to Edit/delete/Change the client or the prospecting contact. | D: Prospecting Progress |
| E: Prospecting deposit date | F: Occasion assign to the prospection and to its transactions. |
| G: Activity assign to the prospection and to its transactions. | H: Canvasser assign to the prospection. |
| I: Canvasser contact | J: Area to let you 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 commitment module.
"List of prospects" report Rapport « Liste des prospections »
To view the main prospection report, you must first 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
