Searching for Products
This search returns a list of potential sales prospects based on a product search. 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 product
- Adjust the Projected Revenue and Purchase Probability, if necessary.
NOTE: For more information about filtering prospects, see Filtering Prospects.
- From the Search menu, select Product.
- Enter the product name in the Search text field.
NOTE: If you select Product from the Search menu, the Search menu field is a required field. If you do not want to enter a product name in the Search menu field, you need to select All from the Search menu.
- Click Search.
Sales Prospector displays a list of products.
NOTE: The list of products is displayed in alphabetical order. If you enter a product name in the Search text field, Sales Prospector displays the list of products that are the closest matches to your search criteria.
- Select the product that you want from the search results.
Sales Prospector plots the potential customers for that product on the graph with customer information, likely references, and so on.