This post is part of the Features of SalesHQ from ISC Software, as well as part of the over-arching GP Elementz from ISC Software series.
SalesHQ allows salespeople, when the Add Prospects checkbox on their user account is marked, to add prospects to Microsoft Dynamics GP. To add a prospect, click the See More button on the Add Prospect tile:
The Add New Prospect form will be displayed; enter a prospect as you would in Microsoft Dynamics GP and click Add:
Once the You new prospect has been added to the database message has been displayed, the prospect will be available for use in entering a quote:
GP Elementz from ISC Software
Features of SalesHQ from ISC Software
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