Prospect Management

who are the prospects? prospects typically refer to a potential customer who has shown interest in a bank's products or services, also popularly referred to as leads they may have provided their contact information, inquired about a product, or initiated an application process, among other actions that indicate potential interest in becoming a customer the prospects are then passed on to the sales representative by the admin, who then works on converting these prospects into actual customers how to manage prospects? this app has a prospect bucket designed to help sales representatives manage prospects and convert them into merchants the prospect bucket allows sales representatives to manage a list of prospects assigned to them each prospect has the potential to become a merchant, and the bucket displays their details such as name, phone number, email id, and the product they are interested in view details of the prospects click on the 'view details' button on the prospect's card to get more information about the product they are interested in this information can help sales representatives tailor the pitch to the prospect and increase their chances of converting them into a merchant swipe and connect swipe the prospect's card to the right to call them or slide it to the left to schedule a meeting choose the date and time that works best for you and the prospect, and then confirm the meeting onboarding a prospect this purpose of this feature is to onboard a prospect as a customer simply click on the prospect's card in the prospect bucket, and then click on the 'onboard' button this will take you to an onboarding form where the prospect's name, phone number, and email id will already be prefilled select the onboarding flow from the drop down list, choose the branch, and then click on the 'create onboarding' button this will generate an onboarding link that will be sent to the prospect's email id getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at