Prospect Database & New Registration Page
We have recently introduced a new section to ProMart 2.0 which allows clients to be able to maintain a separate area for prospect data. If you have purchased a prospecting list from a company data supplier or have gathered information from the internet then this is where you can store it. We can then use that information to automatically populate your websites registration form. This allows faster input of user details.
Intuative Tagging System
We have designed the entries to be taggable with comma separated tags. Any tags within your database will then appear in the drop down list and you can filter to show just those items.
You can also then keyword search within that tag. Use the tags to organise your data effectivly.
Great Searchability
All fields are searchable from address through to phone number.
Where can I find it?
Access the Prospects List from your Customer List Dropdown Menu
List View of Prospects
Store a Lot of Information
When you run an import of prospects you are able to store a large amount of information. This then gets transfered into your main system when you convert to a User.
| CSV Column Titles | Description |
|---|---|
| id | Leave this blank if you want to add new prospects. Fill it in if you wish to update existing prospects |
| prospect_name | The name of the contact at the company |
| prospect_email | Email address |
| prospect_title | Mr/Miss/Mrs Etc |
| prospect_mobile | Mobile Phone Number |
| prospect_notes | Unlimited text area for notes |
| prospect_company | The name of the company |
| prospect_address_1 | Address 1 |
| prospect_address_2 | Address 2 |
| prospect_town | Town |
| prospect_county | County |
| prospect_postcode | Postcode |
| prospect_phone | Phone number |
| prospect_website_url | Company Homepage |
| prospect_assign_to | The ID of an Administrator |
| prospect_modified_on | Modified Date |
| prospect_modified_by | ID of the admin who last modified the prospect |
| prospect_created_on | Date Created |
| prospect_created_by | ID of the admin who created the prospect |
| prospect_user_tags | Comma separated tags to be used on the prospect |
| prospect_social_facebook | Prospects Full Facebook URL |
| prospect_social_linkedin | Prospects Full Linkedin URL |
| prospect_social_twitter | Prospects Full Twitter URL |
| prospect_social_skype | Prospects Skype ID |
| prospect_social_youtube | Prospects Full Youtube URL |
| Prospects Email used | |
| prospect_social_pinterest | Prospects Full Pinterest URL |
| prospect_source | The Source of the Prospect |
Click Here to Download The CSV Prospect Import Template
New! User Account Registration Page.
Before the only way to add a user to a ProMart 2.0 website was to process an enquiry or an order through the website. Well not anymore! We have now added a user registration page that both administrators and end users can use to create a user account on your system.
The page is also setup to auto populate the fields with URL parameters. So you can create links within Mailers or other parts of your website that automatically popluate this form. Data Entry is a lot faster when working with a ProMart 2.0 System
