In order to create a property as a "Prospect" in Spraye, you simply specify property status as "Prospect" when creating the property. A few things happen when you do this:
- The property is created but is only shown on the "Prospects" section of the properties. It will not show in your main properties list.
- A service named "Sales Visit" will be assigned to this property for you or your sales person to complete.
You can change this property status a couple of ways:
- Simply manually change the status by editing your property. Click Save!
- You'll be prompted to add a source (sales rep, website promotion, referral, etc.)
- Accept any estimate for that property (either the customer can accept this by email or you can accept it manually).