The Invite Prospect Workflow allows you to quickly grant temporary access to your stock list without requiring prospects to complete registration forms. This is commonly used at trade shows or similar events where you need to share your stock list quickly.
- How it works: When a prospect is invited, they can browse the stock list right away.
- Placing an order: If they attempt to make an offer or purchase, they will be required to complete their registration.
- Status: Until they complete registration, they will appear as "Invited" in your system. Once registered, they will be listed under the Customer List.
What about prospects who sign up on their own?
If a prospect creates an account through the buyer portal but never completes their registration, they will also appear on the Invite Prospect page—labeled as "Organic".
Why don’t some prospects appear in the Customer List?
Neither Invited nor Organic prospects will show up in the Customer List until they complete the full registration process, including providing shipping and billing details.