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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:

  • Enter the name of the customer in the Search text field.

    Sales Prospector recommends which products you can sell to that particular customer.

  • Leave the Search field blank.

    Sales Prospector recommends a list of sales prospects and products.

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

  1. Adjust the Projected Revenue and Purchase Probability, if necessary.

    NOTE: For more information on filtering prospects, see Filtering Prospects.

  2. From the Search menu, select Customer.
  3. 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.

  4. 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.

  5. 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.

Published August 2008