1. Manage Prospects

What is a Prospect?

A Prospect is a company or person who may become a customer. You track contacts, follow-ups and quotations against a Prospect in JobNext’s Pre-Tender flow.

Why this matters

Prospects are the start of every opportunity. From here you open Enquiries (tenders/opportunities), prepare Quotes, and eventually convert wins to Contracts.

Prerequisites

• Access: Preconstruction → Prospects.

• Tip for test data: append AUTOTEST to names so they’re easy to find and delete later.

Create a Prospect

1. Go to Preconstruction → Prospects.

2. Click Add Prospect. Enter: Name, Group (optional), Phone, Address, City, Postal Code, Country.

3. Save. You’ll land back on the board/list with a Prospect card in LEAD stage.

You should see: a Prospect card with company name, phone, address, and a status chip (e.g., LEAD).

Manage the Prospect

Open the Prospect by clicking its card (or the chevron ▸ on list views). The detail page lets you manage:

• Contacts — people linked to the Prospect (you can add many).

• Follow-ups — log meetings/calls/submissions; schedule next actions.

• Competitors — record competitors seen at the site, with dates and notes.

• Enquiries — create a new Enquiry (tender/opportunity) for this Prospect and track it end-to-end.

Followups

A Followup is any activity performed with the Prospect - it maybe assigned to a specific employee and the activity can be tracked. This maybe used to track Meetings, Tender Submissions etc.

You can also add Scheduled Followups - which is an activity to be conducted in  the future.

Competitors

You can also keep track of competitors who are working at the Prospect's site/location, their working period and an attachment/description of  their services can also be uploaded to keep track of their information.

Create an Enquiry from the Prospect

1. In the Prospect, open the Enquiries section.

2. Click Add (or Add Enquiry).

3. Fill key fields (Name, Type = Tender/Direct, Account Centre, Currency, Submission/Opening dates, Status = Received or Active).

4. Save.

You should see: the Enquiries list showing your new row with Job Code, Project Name and Status badge.

Tips & good practice

• Move Prospects through stages (Lead → Qualified → Opportunity) to keep your pipeline clean.

• Add at least one Contact and a Scheduled Follow-up for every active Prospect.

• Create Enquiries from the Prospect as soon as you have enough info; each Enquiry becomes the container for BOQs, Quotes and (if won) Contract.