Post on 25-Apr-2018
Proton4U:
Prospect Management User Manual
Business Process Improvement
https://proton4u.proton.com/proton4u
Login address Sales Advisor also able to log in via Mobile Phone
Business Process Improvement
Log in to Proton4U?1. Enter address https://proton4u.proton.com/proton4U and Enter.
2. Enter SA LAN ID and Password
Log in to Proton4U?2. Enter LAN ID and Password
3. Click Log in
3. Click Login
1. Click MyProfileand Update Profile
Update Profile1. Click on MyProfile tab
1 Your Nick Name 5 Email Address (Yahoo or Gmail)
2 Your I/C number 6 Outlet Code (Last 4 digit) & Outlet Name
3 Your Mailing Address 7 Your Full Name
4 Your Mobile Number 8 Designation (Sales Advisor)
Update Profile
9. Click Save
Enter Your Details
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9. Click Save
Update ProfileProfile successfully updated
* For Branch Sales Advisor to use Proton email
*
1. Select “Prospect Management”
2. Select “Create New Prospect”
How to key in Prospect1. Select Prospect Management from Main Menu
2. Select Create New Prospect
* Mandatory Field
How to key in
ProspectUpdate Prospect General
Information3. Select Prospect Stage as “Lead
Qualification”*
4. Select Prospect Source*
5. Remark Opportunity Reference*Example: Promotion@Tesco Or
Model Name
6. Select Model/Variant/Colour
7. Fill up Prospect Name**
8. Prospect Mobile Number*
9. Fill up customer Email**10. Update Customer Address and
additional information (if possible)
11. Click Add Profile
Refer next page for complete sample
* Mandatory Field
** Important
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11. Click Add Profile
For Mobile Phone usage, SA to ensure “Expected Closing Date” will automatically display if screen did not display the date SA are advise to use Chrome or Firefox to key in their prospect. otherwise it will cause of error and Prospect ID will not generated
How to key in
ProspectProspect Information Updated
How to key in Prospect1. Prospect Information submitted for next action
2. Should error occur email will be sent to Dealer E-mail and SM/Admin may refer to respective Area
Manager/Region Office for rectification.
How to view prospect record 1. Select Prospect Management
2. Select Prospect Enquiry
3. Select date required
4. Click Search
2. Select Prospect Enquiry 3. Select
required date
4. Click Search
How to view prospect record Search result display (Opportunity ID available)
Mobile App & Staff Referral Cycle
Business Process Improvement
To Process Test Drive Request
form Customer via Mobile Apps
Step:i. Sales Admin/Manager will received email notification for Test
Drive request or Staff Referral.ii. Sales Admin/Manager to call customer for confirmation.iii. Log in to Proton4U to assigned Sales Advisor and remind the
Sales Advisor to arrange test drive appointment.iv. Once Assigned Sales Admin to remind Sales Advisor to proceed
next process.
3. Click Search
4. Select Name to assigned SA
2. Select Test Drive or Staff Referral
Assigned Sales AdvisorLog in to Proton4U
Admin/SM
5. Click Save
1. Click Appointment Assignment
1. Click “Prospect Assigned To Me”
2. Click “Create Appointment”
Sales Advisor to Create Appointment after received
email notification > Log in to Proton4USales Advisor
3. Select Prospect Stage
4. Click Add Profile
Update Prospect Stage cont.
Sales Advisor
Prospect successfully message
3. Click Search
To update Test Drive Stage after done the Test Drive
Log in to Proton4USales Advisor
1. Click Prospect Enquiry
2. Key in Opportunity ID
4. Click Link
5. Select Test Drive
7. Click Update Profile
Update Test Drive Stage Cont.
Sales Advisor
6. Enter Prospect NRIC
Prospect successfully message
Test Drive Stage updated Cont.
3. Click Search
1. Click Prospect Enquiry
2. Key in Opportunity ID
End Of SessionHappy Selling