When visitors to your Stora Storefront submit any form other than your booking form, they will appear in Stora as Prospects. This is a dedicated area where you can quickly and easily decide what you want to do with each submission.
If a prospect is someone who has submitted before or has provided fake contact details, you can archive them away or delete them in a click.
If they’re a new opportunity, you can convert them to a Deal and add them to your sales pipeline, where they can be managed and converted to customers from there.
Prospects
To view your prospects, go to CRM > Prospects. All prospects will appear in a list, with the most recent at the top. You’ll see the high-level submission data such any storage selected and what form they submitted. It also highlights if the prospect already has a deal, subscription or other prospect submissions.
Prospect actions:
Convert to Deal - Move the prospect to your deal pipeline, choose what stage to add them to and who is responsible. This will auto-remove this from the Prospects list.
Archive - this will archive a prospect so they don’t appear when the Status: To review filter is active. You can see archived prospects by setting the filter to Status: Archived.
You can easily delete a prospect from the list by clicking the three dots icon on any row. Please note that deleting a prospect does not delete the contact associated with them too.
Prospect Page
If you select a prospect in the list, you will be brought to the Prospect page for more information on this particular prospect. From here, you can:
Convert to Deal - this will move along a prospect to the deal pipeline.
Archive - this will archive a prospect so they don’t appear when the Status: To review filter is active. You can see archived prospects by setting the filter to Status: Archived.
Create a subscription - create a subscription for this Prospect
Create a deal - add a new deal for this prospect.
Other prospects - See any other form submissions of this prospect.
Converting to a Deal
When you press Convert to Deal, you’ll see a pop-up with the following options:
Deal name - This is auto-generated from the contact’s name. You can change it to anything you like.
Stage - Select any stage from your existing deal pipeline.
Assignee - Which team member is taking responsibility for the deal.
Here you can easily rename a deal, choose which stage it should appear on, and you can assign this deal to one of your co-workers. When you select Convert to deal, it will be moved to the deals section.
Good to know:
A contact is always created for any form submission if the contact does not already exist. If they do exist, all prospects will be associated with the contact.
When you delete or archive a prospect, the contact remains.
You cannot add a prospect via the Backoffice. You should add any other potential customers directly to your Deals pipeline instead.