Adding Prospects on Mobile

customertrax x. Uncategorized

Potential customers and opportunities often happen long before the customer is entered into the business system. You need to capture key information and activity on someone you’re potentially going to do business with quickly.
With Handle, you can track this information before it hits the business system. Later, as the deal progresses, you can merge all of this prospects information and activity into an account synced from the business system.

  1. Slide the screen to the right, tap the [+] Create Prospect button.
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  2. Fill out the fields with the information you have and click [Create]. You can go back to complete or fill in later.
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customertraxAdding Prospects on Mobile