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How to convert a prospect to a customer

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The sales goal is to convert a prospect to a customer. The conversion process brings together multiple areas of Inform ERP including CRM, activities, and sales orders, as described in the multi-step procedure below.

ClosedStep 1: Create a prospect

Create your prospect as described in How to add a prospect

ClosedStep 2: Create an activity

Add activities for your prospect, such as follow up phone calls, emails, and quotes as described in Add an activity to a prospect

ClosedStep 3: Create a quote and add to the pipeline
    1. Create a quote as described in How to create a new price quote.
    2. Click the Header tab of the left side navigation bar.

  1. In the center right panel, on the Quote tab, make sure you
    • Select the Add to Pipeline check box.
    • Indicate how likely this prospect it to convert to a customer sale by typing a Probability %.
    • And then select the date for the Expected Close Date.
  2. Click Save.
  3. Send the quote to your prospect.
ClosedStep 4: Review your pipeline
    1. Go to CRM>Opportunity Pipeline.
    2. If you have permission to view more than one sales persons information, choose your name from the Salespersons list. Otherwise, your name will be selected by default.
    3. Click Search.

    1. You can view the Quote details or the Customer by clicking the hyperlink in those columns.
    2. Check the Next Activity column and hover over the link to see your next step in converting this quote.

ClosedStep 5: Convert quote to a sale

Once you receive confirmation from the prospect that he accepts the quote, you can convert it to an order as described in Copy a price quote.

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