The procedure describes an example of how you can enter prospects in the CRM module
in Visma Business.
Før du begynner
Before you enter a prospect, you should check that the company or person has not
been entered in
Visma Business already.
To make it easier for you to find your way back to prospects entered it
can be a good idea to differentiate prospects from other associates. You can do
this, for example, by creating a dedicated information category that you enter for
all prospects. You create information categories in the Tekst table.
- Select Information category in the drop-down list and create, for example, the
text Prospects.
- Then call up the Inf.kategori
field in the Aktør
table and select Prospects in the dialog box for the Inf.kategori
field.
You can now make a selection based solely on this category. Choose from the menu bar.
Prosedyre
-
Open a layout that contains the Aktivitet, Dokumentkobling and Informasjonsbehov page elements,
linked to the Aktør
table.
-
In the Aktør page
element you enter information about the individual prospect, which might be
information on the contact persons there.
When entering prospects only the Aktørnr
field must be completed. In addition, you should complete at least one of
the other fields so that you can easily find the prospect again later when
you need to update the information or enter more information.
-
In the page elements: Aktivitet, Dokumentkobling and Informasjonsbehov, you complete
the fields as required.
-
When you have entered the information you want to include, choose from the menu bar or press Ctrl + S to
save the information.