Our Prospecting tool is designed to make the process of adding new locations for companies - whether they are customers, vendors, or installation sites - a breeze. It's all about simplifying data entry and enhancing accuracy in your e-manage database by harnessing the power of Google.
Access the Prospecting Tool:
On the left-side toolbar, click "New" and select "Prospect" to open the Prospecting pop-out panel.
Search for the Company:
In the "Search For" field, enter the name of the company you are looking for.
Specify the city and/or state in the "Location" field.
Click "Get Results" to initiate the search.
Select the Matching Result:
Review the search results and identify the one you are looking for.
Click the "New Company" button to proceed with adding this location.
When Nothing Appears in the Prospecting Tool:
If, for any reason, nothing appears in the Prospecting Tool or if you prefer to add the company manually, follow these steps:
Go to "New" and select "Company."
Continue with Step 2 in the next section.
If your customers have distinct Bill To and Install Location addresses, you must create separate company locations for each. In essence, a unique company record should be established for each different address. In the next step, we will guide you on how to link these two locations together for a seamless workflow.