In Surf Accounts, prospects are divided into various types such as business prospect, customer, supplier, payee and a regular contact. Each of these types are used for different purposes. For example, a potential business opportunity involves both customers and business prospects. You create customers and suppliers of businesses also to manage their existing accounts. Note that you can also create some prospect types such as customers and suppliers in the same way at other sections of Surf Accounts. After you create a prospect, you can edit the prospect details, communicate with the prospects and remove the prospect, if needed. There are a number of actions that you can complete on prospects in Surf Accounts. For assistance on performing an action, click on a link below.

• Configuring Business Prospect
• Editing Prospect Details
• Sending SMS to Prospect
• Removing Prospect

Configuring Prospects

To configure a prospect, you need to provide the necessary data about the prospect. Data required for prospects varies depending on the prospect type. To configure a prospect, complete the following steps.

The configuration steps of certain prospect types are already available elsewhere in the help. In such cases, a cross reference to the relevant section is available.

Configuring Business Prospect

You can configure a business prospect for discussing business opportunities later. To configure a business prospect, complete the following steps.

1. Log in to Surf Accounts. The Business page appears.

2. On the Business page, locate the required business by completing either of the following steps.

• • • In the Search box on the top right corner, enter the name of the business fully or partially and click . The business summary will appear under the Select a Business heading.
    • The business summary is available under the Select a Business heading. If you cannot find it, at the bottom-right corner of the page, click 100 or to increase the number of records to be displayed on the page. The business summary will be available under the Select a Business heading.

3. Under the Select a Business heading, click the name of the business.

4. The Customers page appears. On the Customers page, from the left panel, click CRM > Prospects.

5. The Prospects page appears. On the Prospects page, click [Add Prospect].

6. The New Prospect page appears. On the New Prospect page, enter the following details.

7. To save the business prospect details, click [Save].

Configuring Customer Details

To view the steps to create a customer, click here.

Configuring Supplier

To view the steps to create a supplier, click here.

Configuring Contact

To configure a contact, complete the steps given below.

1. Complete steps 1 to 5 as given in Configuring Prospects

2. On the New Prospect page, enter the following details.

3. To save the contact details, click [Save].

To search for a contact or sub contact, in the  box, enter the customer contact or the sub-contact name, if you have entered any.

Configuring Payee

To configure a Payee, complete the following steps.

1. Log in and click the required business.

2. The Customers page appears. On the left panel, click CRM > Contacts.

3. The Contacts page appears. Click New.

4. The New Contact page appears. From the TYPE list under the GENERAL INFORMATION heading, select Payee.

5. The New Payee page appears. Enter the information, as required.

FIELD	STEP
General Info tab
GENERAL INFORMATION heading
TYPE	Select Payee.
CONTACT CATEGORY	Contact category.
BUSINESS NAME	Business Name.
CONTACT NAME	Contact name.
POSITION	Position.
CONTACT INFORMATION	Enter the contact information.
ADDITIONAL CONTACT INFORMATION	Additional contact information.
Invoice Settings tab
DEFAULT NOMINAL CODE	Select default nominal code by clicking . When you set up a payment for this payee, the default nominal code is shown on the setup page. You can change the code.
DEFAULT VAT CODE	The default VAT code is set as Z.0.00%.
BIC	BIC.
IBAN	IBAN.

Under the Invoice Settings tab, the divisions and subdivisions, if any, are also available by default.

6. To save the payee details, click Save.

Editing Prospect Details

You are allowed to edit most of the prospect details. To edit prospect details, complete the following steps.

1. Complete steps 1 to 4 as given in Configuring Prospects

2. On the Prospects page, click corresponding to the required row and from the inline menu, click [Open].

3. The Edit Prospect page appears. On the Edit Prospect page, edit the prospect details, as required.

4. To save the changes, click [Save].

Sending SMS to Prospect

You can send unlimited SMS to the mobile numbers of your prospects configured at the time of setting up your prospect. To send SMS, complete the following steps.

1. Complete steps 1 to 4 as given in Configuring Prospects

2. On the Prospects page, click corresponding to the required row and from the inline menu, click [SMS].

3. The Send SMS window appears. On the Send SMS window, in the SMS Text box, enter your message within 500 characters and click [Send]. The SMS is sent.

Removing Prospect

You can remove a prospect if no transactions or activities such as invoice, activities and opportunities are linked with the prospect. To remove a prospect, complete the following steps.

1. Complete steps 1 to 4 as given in Configuring Prospects

2. On the Prospects page, click corresponding to the required row and from the inline menu, click [Remove].

3. The Confirmation Message window appears. On the Confirmation Message window, click [Delete]. The prospect is removed.