In this scenario, you will learn how to search for a prospect from different areas of Inform ERP.
- You can search for prospects from the Contact box on the Dashboard.
- In the Contact box
at the top ofof the Calendar, type the name of the contact you want to find.
- The contact you chose opens on the Contact Analysis page.
- From this page you can review contact information and launch common functionality. Check the toolbar at the bottom of the page:
- : Opens the Sales Order Entry page.
- : Opens the New Price Quote page.
- : Create a custom report.
- Check Stock: Opens the Analysis page of the Product Master.
- Pricing: Opens the Pricing page of the Product Master.
- Order Inquiry: Opens the Sales Order Inquiry page.
- Sales Opportunity: Opens the Product Opportunities page.
- Add Activity: Opens the New Event pop-up.
- Order Page: Opens the Customer Order Pad.