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Create From Contacts

Create From Contacts​

From the DockMaster menu, select Sales Management > Prospects Functions > Prospects > Lost Reason(s)​

Create from Contacts allows users to automatically create new Prospects from contacts that are stored in Google or Outlook.

Rules when creating Prospects from Outlook:

  1. This process only creates prospects that do not yet exist. It does not update existing prospects. Contacts are mapped to prospects via the Billing Information field. Go to your Outlook contacts and pull up a contact in the Contacts\DockMaster prospects folder and select one. On the All Fields tab, in the Select from drop down list, select "All Contact fields. If a prospect number exists in the Billing Information field, a new PS id will not be created. Also, if a prospect exists with that email address, a duplicate will not be created.
  2. Name, Address, Phone, etc will all transfer over to the new PS (Prospect) item.
  3. The new PS ids will be assigned the Location and Source Code entered on the form. Both of these fields are required.
    • Location – Enter the Location to be used on the Prospects created from the Outlook Contacts. For a list of Locations, click on the arrow in the Location field. This is a required field
    • Source Code – Enter the Lead Source Code (where the source came from) that will get entered on the Prospect created from the Outlook Contact. For a list of Source Codes, press the F6 Key or click on the List F6 from the Command Panel. This is a required field.