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Prospect Preferences

Preferences to ensure the prospect section of SitePad meets business requirements

C
Written by Chris Curd
Updated over 3 months ago

Allow Duplicate Prospect Names

This setting permits multiple prospects to have the same name. It can be useful when handling different branches or departments of the same company.

Make BDM Non Editable on 'Won' Status

Once a prospect reaches 'Won' status, the assigned Business Development Manager (BDM) becomes non-editable, ensuring consistency in account ownership.

Show Type (Target/Prospect)

This setting enables the display of a prospect's type, distinguishing between 'Target' and 'Prospect' for better lead categorization.

Initial Contact on New Prospect

Requires users to enter initial contact details when creating a new prospect, ensuring key information is captured from the outset.

Send Email to Administrators When Prospect Won

Automatically notifies administrators via email whenever a prospect is converted into a customer.

Exclude Prospect from Kanban 'Won' Board Once Created as Customer

Prevents won prospects from appearing in the Kanban board after they have been converted into customers, maintaining an uncluttered workflow.

Show Prospect Predicted and Lifetime Values on Customer Details

Displays the estimated predicted and lifetime values of a prospect on their corresponding customer record after conversion, providing insights into potential revenue contributions.

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