Prospect to Customer Conversion

In The Customer Factor, there are multiple methods for converting prospects into customers, whether it be through manual or automated processes. Below, we outline the steps for each approach, empowering you to seamlessly manage your prospect-to-customer conversions.

Method 1: Manual Conversion from Prospect to Customer

  • Begin by accessing the prospect's profile in The Customer Factor.
  • Locate the "Convert Estimate to Job" column within the prospect's profile.
  • To manually convert the prospect into a customer, click the "Make 'em A Customer" button, which is located at the bottom of the screen within the "Convert Estimate to Job" column.
  • By clicking this button, the prospect's status will transition from a prospect to a customer, instantly updating the profile accordingly.

Method 2: Automated Conversion from Prospect to Customer

  • Suppose a prospect decides to proceed with the estimate and schedules it as a job. In that case, you can automate the conversion process seamlessly.
  • After inserting the job date, time/duration, and job details, you will have two options: "Schedule" or "Schedule & Create Invoice."
  • By clicking either of these buttons, the estimate will automatically be converted into a job, and the prospect's profile will be automatically transformed into a customer profile, reflecting the updated status.

Method 3: MOBILE APP

  • When using the mobile app, log in, and the first step is to perform a search to locate the prospect's profile.
  • Upon finding the prospect profile, schedule a job by tapping the "Schedule" button.
  • Select "Job" as your chosen option for scheduling.

  • On the subsequent screen, insert the job date, time/duration, and add additional job details as needed by tapping the "ADD" button.
  • Once all the job details are inserted, press "OK."

  • After securing the job details, tap the "Save" button, and that will effectively convert a prospect into a customer.

Congratulations! You have successfully converted a prospect into a customer using various manual and automated methods within The Customer Factor.

By incorporating these seamless conversion methods into your workflow, you can efficiently manage prospects and customers, ensuring smooth operations for your business.

For any further assistance or inquiries, don't hesitate to reach out to our support team. We are committed to providing you with comprehensive solutions to enhance your experience with The Customer Factor platform.

Thank you for choosing The Customer Factor, and we look forward to supporting your business growth with our innovative features and user-friendly interface.

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