CRM Basics: How to create a Prospect then move them to a Client

Modified on Tue, 18 Jun, 2024 at 4:41 PM

CRM Basics: How to create a Prospect then move them to a Client

Learn how to seamlessly convert a prospect into a client using Edgeondemand. Follow these engaging instructions to create a Prospect and transition them into a Client effortlessly.

1. Navigate to CRM > "Prospects"

Navigate to the Prospects tab.

2. Click "Add prospect"

Add a new prospect entry.

3. Enter Prospect information

Enter the name of the prospect.

4. Click "Save"

Save the prospect details.

5. Once a deal is made with the prospect, use the "Move to Client" to easily move all prospect data to the Client section of the CRM

Convert the prospect to a client.

6. Click "Confirm"

Confirm the conversion.

7. Notice now that the Prospect has been moved to Client

Verify the client entry.

This guide demonstrated how to create a Prospect and convert them into a Client on Edgeondemand, streamlining the process for efficient client management.