CRM Creating and Editing Prospects

To create or edit a new prospect household relationship within CRM, follow these steps:

Step 1              Log into CRM

Step 2              On the landing page, click on Customer Dashboard from the main menu

Step 3              Click the Add New button located to the left of the My Links button

Step 4              Click Prospect

4.1                     Fill in the contact information:

•   Name/Business Name (required)
•   Title
•   Preferred Name
•   Address
•   City
•   State
•   Zip

Note: While the address information is not required, it is recommended as the address will be needed to match the Prospect up with new accounts that come into the system. If an address is not entered, duplicate relationships may occur.

•   Email
•   Phone
•   Date of Birth

4.2                     Click Save to create the Prospect

Step 5              To edit the Prospect, click the Edit icon  located next to the Prospect Name

5.1                    Make the desired changes

5.2                    Click Save

Note: When clicking Save, CRM will CASS certify the address entered in order to keep all of the addresses streamlined according to the US Postal Service. It is used to ensure correct householding to the appropriate prospect will occur when accounts enter the system.

Article Reference: CLTX315