Searching for Customers
This search returns a list of potential sales prospects based on a search of a customer name. You can do one of the following:
Sales Prospector searches for the sequence of characters you enter in the text field and is case-insensitive. For example, if you enter 'ORA' as the search criterion, it returns results such as 'Oracle Databases' or 'Moran Manufacturing'.
To search for a customer
- Adjust the Projected Revenue and Purchase Probability, if necessary.
NOTE: For more information on filtering prospects, see Filtering Prospects.
- From the Search menu, select Customer.
- Enter the customer name in the Search text field.
NOTE: If you select Customer from the Search menu, the Search menu field is a required field. If you do not want to enter a customer name in the Search menu field, you need to select All from the Search menu.
- Click Search.
A list of visible and owned customers is displayed. If you want to display all customers, click More.
NOTE: The list of customers is displayed in alphabetical order. If you enter a customer name in the Search text field, Sales Prospector displays the customers who are the closest matches to your search criteria.
- Select the desired customer from the search results.
Sales Prospector plots the potential products for the selected customer on the graph with product information, likely references, and so on.
TIP: If you want to send an email to a customer, click the customer name to open a new email message for that recipient.