Creating a New Sales Prospect in PSXLink

KB Article #6772

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Sales prospects can be created for those with PSXLink Standard or PSXLink Professional accounts. 

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To create a new sales prospect: 

1. Choose Prospects from the Customers drop-down menu.
   
2. Click New Prospect.
   
3. A form will appear in the bottom section of the window. Click and drag the icon upward to enlarge the section and view all fields.
   
4. In the first column, type the Acct # in the provided fields. Click the magnifying glass icon to verify the account number is available. 
   
5. Fill in the remaining provided fields.
   [image]
   Options include: 
   • Name
   • Contact
   • Address
   • City
   • State
   • ZIP
   • Phone
   • FAX 
   • Email
6. In the second column fill in the provided fields:
   
   Options include: 
   • Method
   • Distance
   • # Techs
   • # Bays
   • OEM Usage %
   • Goal
   • Potential
7. In the third column, choose from the provided drop-down menus as appropriate:
   
   Options include: 
   • Prospect Status
   • Type (Collision, Fleet, Mechanical, etc.)
   • In PMA (Yes or No)
   • Acct Rep
   • Brand
8. In the fourth column, choose from the provided drop-down menus. The selections in the drop-down menus will vary based on Preferences.  
   
   Options include: 
   • Collision Link
   • Enterprise
   • Main Distribution Center
   • OPS
   • Parts Trader
   • Repair Link
   • Routes
9. When ready, click Save.