| New Prospect Procedure: | | 1. Step 1 of sales account management begins with a new prospect procedure using the add prospect form. | | 2. Prospect information belongs to the prospect and is retained as long as the prospect grants consent to it being retained. |
| S1 Outcome: | | 1. A new prospect record is the outcome of the new prospect procedure. | | 2. KPI measure the business with a count of new prospects by month, year and total. |
| Data Protection: | | 1. A prospect record may include a contact name and associated contact information that is classified as Personnally Identifiable Information (PII). | | 2. Data protection must be applied to all copies of any PII to prevent a data breach. | | 3. A Subject Access Request procedure must be provided that may be used by named contacts. |
| Document Control. | | 1. Document Title: New Prospect Procedure. | | 2. Description: Bespoke Application Service: New Prospect Procedure. | | 3. Keywords: Bespoke Application Service, New Prospect Procedure. | | 4. Privacy: Shared with approved people for the benefit of humanity. | | 5. Edition: 1.1. | | 6. Issued: 2 Jan 2018. |
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