1. Manage Prospects

A Prospect is a company or an individual that can become a customer in the future. OMNI allows users to manage Follow-ups and Quotations with Prospects.

To create a New Prospect navigate to the Prospects List using the menu option above - towards the bottom of the page you will be directed to the Add Prospect Screen. Once you've added a New Prospect go-back to the Prospect List and click on the Chevron ( > ) Icon.

This takes you to the Prospect Detail page which lets you perform various functions with the Prospect.

Contacts

A Contact is a person associated with the Prospect. A Prospect can have many contacts.

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.