Mini-Tour Guide for Anthony's CRM

1. Add a contact (or use the existing one of me)
2. Click on "Dash" to view the dashboard view of a contact. The dashboard view gives you summary information plus controls to manipulate prospecting progress.
3. On the Dash, choose a plan, such as "Cold Lead". This starts this prospect down a flow of how to handle the lead. I have setup "Cold Lead" to be a basic sequence: e-mail (intro), wait a week, e-mail (benefits), wait 1 day, call (intro), wait 1 week, call (benefit), wait 1 week, call (invite). At any point along the sequence, if the prospect becomes interested, the flow switches the plan to the "Interested" plan.
4. View the plans - click on "Plan" at the top. Click on "Cold Lead" and see the various steps of the plan and what transitions are setup. (Admittedly, you don't have access to alter these plans. I can change that if you're interested in them.)
5. Use the search box at the top and enter "Edwards" and press Enter. You'll see all contacts that match. Now click on "Prospects"; the search is adjusted to show you all prospects that match. You can also click on "Customers" that will show you all customers that match, but it will be empty right now.
6. Convert a contact to a prospect: click on "Contacts" and bring up the Edwards contact. Click on "Dash" if you're not seeing the dashboard. Change "NoContact" pull down to "ContactSoon". Now you can choose a plan. Click on "Choose a plan" and pick "Cold Lead". You'll noticed that there is now a "Log activity..." pull down. Select one of those activities. Notice how the activity log updated, reflecting the activity (however, not all activities log an entry, like skipping). Notice how the "Next Activity" date may have changed. Next activity dates affect Prospects->Call Sheet and related sub-menu options.
7. Click on "Prospects" and then "Call Sheet". If any of the prospects are due for a next activity (e.g. the next activity is today or has already past), then the prospect is listed, the current step is listed, and options are provided for you to delay activity with the prospect or log an activity to move the prospect along.