Zeus Support

Prospect Maintain [S2]

Overview

This screen allows you to maintain prospects. Sometimes prospects are batch imported and in this case they ware waiting for someone to become the 'owner'. When an 'account manager' user makes changes to a 'non-owned' prospect, they become the 'owner'. A prospect may also have been created where an anonymous web user tried to create a quote or a Weee registration. You can also create a prospect manually.

A prospect is a 'candidate supplier' and when the prospect is ready to be converted into a supplier the information in the prospect record is translated to the supplier. From that point the prospect is effectively redundant.

Rules

There are certain fields which are required for the supplier table and for this reason an incomplete prospect screen will not be allowed to be translated. Where this happens, any reasons for rejection are reported to the user who can then amend the data and try again. A prospect can exist with the minimum of data before it is translated.

Only sales managers (permission : Prospect Admin) can view prospects who belong to someone else.

Note : Prospects were previously called 'candidates' and you may well see old references to candidates. The two are the same and we plan to phase out the use of the word 'candidates'.

User access is regulated by the permission 'Candidate Maintain'

Operation

Not all buttons are available in all modes. If a prospect has been translated, it is non longer translatable.

Create : Create a new prospect record when you have typed in the prospect details.
Update : Update the changes to the current record.
Retrieve : Get the record from the database. This is where you want to lose your changes.
Translate : Translate this candidate to a supplier.
Search : Search for a prospect . Searchable fields have green labels.
Clear : Clear the screen. Do this before you want to search.

The SIC code, address postcode, Invoice address postcode & HWR start date all have clickable icons which allow you to to use a wizard to fill in the correct data. The date fields cannot be entered by hand.

A prospect only needs a company name to be saved.

To translate a a prospect to a supplier, many fields need to be entered. There is also a customer finder button next to the translate button to help you to identify whether this customer already exists in Zeus.