Select “New” on left toolbar and hover over “Prospect”. Discover companies effortlessly with e-manage|ONE’s powerful search feature. Streamline your prospecting efforts by seamlessly important company information from Google with a single click, saving time and ensuring data accuracy.
Prospecting is used to find specific companies by name that you want to ship to, install to, bill to, or buy from. You can also use this tool to pull lists of companies by their category to use as a prospecting call sheet. Either way you use it, it is designed to make the entering of new company locations into the e-manage database easier and more accurate by using data from Google entered by the company themselves to fill out your information.
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Remember you should always search your existing records FIRST to refrain from creating duplicates |
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. See here for how to Search for an existing company. |
Select “New” on left toolbar and hover over “Prospect”. Type in a "Company Name" or "Category" of business and either a City, City and State, just State or a Zip Code and click the "Get Results" button. You will however get the best results with City and State or a Zip Code.
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GET RESULTS / ADD A NEW COMPANY
When using the get results button, each result will show the company name, address, city, state, phone and web-site (if available). You will notice several a few buttons available for each company.
Website: Takes you to the company website if available
Map: Takes you to overview of Google Maps
New Company: Adds a new company record into e-manage and auto-fills with all of the available information pulled from Google
New Company & Contact: Creates the same info from above but also gives you an area to add a contact associated with the added company recordNote:We typically suggest to add as "New Company" no matter the type of company record you are adding (i.e. Vendor, Bill To, End User, etc.). This gathers the most valuable information in regards to a company record and gives you the ability to adjust fields you cannot adjust when using "New Company & Contact".
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Either way you decide to add the new company location, there will be a few more required fields that need to be filled out
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After you select New Company, continue to fill in the required fields before you can save. For the company location, the The minimum that will need to be filled out is the "Company Type" drop down. Based on the company type, your company may require other information (required fields are denoted by an asterisk and dynamically change when a company type is chosen or changed).
Note:Your administrator can adjust which fields are required based off of in the Company Type in the Administrator Drop Down List Setup in the Administrator Application. We reccomend making the following fields required at minimum: Default Terms of Sale, Market Type and Status.
After selecting Save, all Salespeople will be added but you should make it a Best Practice to mark who the Primary Salesperson is and adjusting the Sales Credit. We also reccomend to think about who the Bill To or Remit To (for a Vendor) will be for this new company record. You can change the Bill To by using the drop down in the upper right corner in the “Default Bill To” box. Each different address you might have to use or show on paperwork must be setup as it’s own seperate Company record.
BUILD A GRID OF RESULTS
When using the "Advanced Search" button a new window will open to populate a grid with companies that match the criteria used. By right clicking on a company in the grid you can choose to use either of the afore mentioned methods of entering a company location or customer. You can also export the data from this grid into Excel to create a call list / working list.
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