Saleboat

Main Menu &gt; Profile &gt; Customers ​Main Menu &gt; Customers

In the Main Menu &amp; in your Profile, you will find a section called Customers and this is the list of all the Clients and Prospects that you have created or have been assigned. ​ Remember: Prospects are qualified leads and Clients are already doing business with you.

This is an at-a-glance view of the most basic information such as:

Tags - bits of information to make your searches more granular

Classification - their specific neglected tolerance

Pipeline Stage - where are they in your sales cycle

Current Opportunity - what their open deals are valued at

When they were last contacted - ie: the date that a Call or Meeting was last logged with them in Saleboat. If the number of days is RED, they have been neglected.

1. Tags - bits of information to make your searches more granular
2. Classification - their specific neglected tolerance
3. Pipeline Stage - where are they in your sales cycle
4. The Client or Prospect's name 
5. Who they are assigned to
6. Current Opportunity - what their open deals are valued at
7. When they were last contacted - ie: the date that a Call or Meeting was last logged with them in Saleboat. If the number of days is RED, they have been neglected.

Please click on the button below for more information about conversion from a Prospect to a Client:

When you click on a Customer, you will be redirected to this page, which is a page of their details.

Each of the tabs next to BASICS will let you add and edit information about a Prospect or Client. ​ You can Tag both Prospects &amp; Clients with any useful information you may want to search by, other than the company name, such as an account number or area code

Please click on the blue button below to learn more about Tags:

Please click on the button below to be redirected to our training video on the Prospects and Clients list: ​