What is the purpose of the Add/Edit a Prospect feature?

This feature allows administrators and partners to manage pre-lead contacts, called prospects, within the recruitment pipeline. It acts as a centralized repository for tracking potential partners before they become formal leads or registered partners.

Who uses the Prospects module?

UPM administrators and channel partners use the Prospects module to manage potential partners or pre-lead contacts before they are qualified as leads or registered as deals.

What kind of information can I track for a prospect?

You can track essential contact, company, and address details, along with competitive information, associated campaigns, lead score, and various status updates.

What actions are available on the Add/Edit a Prospect screen?

You can save current prospect information, cancel changes, initiate an analysis of changes, or trigger a data enrichment process for the prospect's information.

Are there any required fields when adding a prospect?

Yes, required fields include Email, First Name, Last Name, and Company Name. These must be provided to create or update a prospect record.

Manage Channel Partner Prospects: Add, Edit, Track

Overview

The Prospects module is a critical component of the Sell zone, specifically designed for managing potential partners or pre-lead contacts. Before a company becomes a formal lead or a registered partner, it often goes through a prospecting phase where initial contact is made, and basic information is gathered. This module provides the tools to track these early-stage interactions, store relevant company and contact details, and note any competitive landscape or associated campaigns.

Viewing the Prospect List

Prospects list view with edit icon highlighted

Click the edit icon next to a prospect.

Editing Prospect Details

The Add/Edit a Prospect screen serves as the interface for UPM administrators to create new prospect records or modify existing ones. Prospects represent early-stage sales contacts that have not yet been qualified as leads or registered as deals within the channel sales funnel. This form allows for the capture of essential contact, company, and address details, along with competitive and campaign information, which is crucial for tracking potential sales opportunities. The data entered here helps in evaluating and nurturing prospects before they progress to later stages of the sales pipeline, potentially through lead assignment rules or deal registration processes.

Review or update the prospect's details across the various sections of the form.

Buttons

Button	Description
Save	Saves the current prospect information.
Cancel	Discards any changes and returns to the previous screen.
Analyze Change	Initiates an analysis of changes made to the prospect record.
Enrich Data	Triggers a data enrichment process for the prospect's information.

Prospect Information

Field	Description
Email *	The prospect's email address, a required field for contact.
First Name *	The prospect's first name, a required field.
Phone - Main	The prospect's primary phone number.
Source	The origin or channel through which the prospect was identified.
Lead Score	A numerical score indicating the prospect's qualification level or potential.
Favorite	A toggle to mark the prospect as a favorite for quick access or prioritization.
Country Code	The country code associated with the prospect's contact information.
Title	The prospect's job title or role.
Last Name *	The prospect's last name, a required field.
Phone - Mobile	The prospect's mobile phone number.
Status	The current status of the prospect in the sales pipeline.
Survey Sent	Indicates whether a survey has been sent to the prospect.
Source type	The specific type of source from which the prospect originated.

Company Information

Field	Description
Company Name *	The name of the company the prospect is associated with, a required field.
Employees (Number)	The number of employees at the prospect's company.
Annual Revenue	The estimated annual revenue of the prospect's company.
Phone - Fax	The fax number for the prospect's company.
Website	The website URL of the prospect's company.
Industry Type	The industry sector of the prospect's company.
Phone - Corporate	The main corporate phone number for the prospect's company.

Primary Address

Field	Description
Address1	The first line of the primary address for the prospect's company.
City	The city component of the primary address.
State	The state or province component of the primary address.
Address 2	The second line of the primary address for the prospect's company.
Primary Address Country	The country of the primary address.
Zip/Postal Code	The zip or postal code for the primary address.

Competitor Description

Field	Description
Competitor Name	The name of a competitor relevant to this prospect.
Competitor Strength	A description of the competitor's strengths.
Competitor Description	A general description of the competitor.
Competitor Weakness	A description of the competitor's weaknesses.

Campaign Information

Field	Description
Campaign Name	The name of the marketing campaign associated with this prospect.
Campaign Status Created	The status of the campaign at the time the prospect was created.
Campaign Status	The current status of the associated campaign.
List Name	The name of the list from which the prospect was sourced.

Company Address

Field	Description
Address1	The first line of an alternative company address.
City	The city component of the alternative company address.
State	The state or province component of the alternative company address.
Address 2	The second line of an alternative company address.
Country	The country of the alternative company address.
Zip/Postal Code	The zip or postal code for the alternative company address.

Additional Information

Field	Description
Description	Additional descriptive information about the prospect or their company.