Mimecast Partner - Managing Prospects

This article contains information on managing prospects in the Mimecast portal, including creating, listing, searching, and importing prospects, as well as selecting Mimecast products and saving quotes or orders.

If you have potential customers for whom you haven't created a Mimecast order, you can create a placeholder for them in the portal. This allows you to add information about them, as well as the Mimecast products they are interested in purchasing. Once the placeholder is created, you can add an order at anytime.

Listing Your Prospects

To list your prospects:

1. Click on the Menu toolbar icon.
2. Click the Prospects | Prospect List menu item. Your prospects are displayed.

Searching for a Prospect

To search for a specific prospect:

1. Type part or all of a prospect's name in the Search Prospects box.
2. Click the Go button. The results are listed.

You can sort all columns in the list of prospects. Click on the column header to sort alphabetically from A to Z. Click the column header again to sort alphabetically from Z to A.

Creating a Prospect

To create a prospect:

1. Click on the Menu toolbar icon.
2. Either click on the:

• • Prospects | Create Prospect menu item.
  • Create Prospect button from the Prospects List dialog.

3. Complete the Primary Information section as follows:

Field / Option	Description
Company Name	Specify the prospect's full name. Do not use abbreviations as this will cause issues.
Domain	Specify the prospect's domain name, and click the Verify button to check it.
Website	Specify the prospect's website URL.
Sector	Select a value from the drop down list to categorize the prospect's business area.
Implementation Lead	Select the name of the main implementation contact from the drop down list.
Secondary Implementation Contact	Optionally, select the name of a secondary implementation contact from the drop down list.
Country	Enter the prospect's registered address.
State
Address Line 1
Address Line 2
City
Zip Code
Total Number of Seats	Enter the prospect's required number of seats.

If the contact you require for the "Implementation Lead" or "Secondary Implementation Contact" fields is not listed in the dropdown, ensure they've been created as users with the "MSP Implementation Lead" option set. See Managing Users.

1. Select the Mimecast products that the prospect is expected to purchase. Some options require you to specify the number of seats required.
2. Either click the:

• • Save Quote button to save the prospect without creating an order.
  • Review Order button to save the prospect and create an order at the same time.

Creating Multiple Prospects

You can import multiple prospects from a comma separated (.CSV) file. We provide a spreadsheet template to use when creating a CSV file to import (see step 3 below). Whilst it is not mandatory to use this template, we recommend you use it to ensure the imported file meets our requirements.

To create multiple prospects:

1. Click on the Menu toolbar icon.
2. Click on the Prospects | Upload Prospects menu item. The Mimecast Prospects Upload dialog is displayed.
3. Click on the Download Link to download an .XLS template file.
4. Add the necessary data to the file.
5. Save the template as a Comma Separated (.CSV) File.
6. Click on the Choose File button.
7. Select the saved Comma Separated (.CSV) File.
8. Click the Open button. The selected file name is displayed next to the "Choose File" button.
9. Click the Submit button. The import starts, and once complete, the Prospect List is displayed.

Do not click this button more than once, as this can result in duplicate data being imported.

See Also...

• Creating an Order
• Managing Users
• Request for Information (RFI) Form