Prospects Overview

Prospects are customers who have registered for an account on your Neto webstore, but have not been approved to login and buy from your site yet. In order for a Prospect to become a Customer, you will need to approve their account.

By default, Neto is set to Approve all retail customers automatically.

Enable Automatic Prospect Accounts

There are a number of reasons you would enable Automatic Prospect accounts in Neto such as:

Running a wholesale business
Only offering your products to a local area or group
High value items where accounts need to be reviewed

In your Neto control panel select Settings & tools > All settings & tools.
Select Customer Settings.
On the Customer Settings page, untick Approve all retail customers automatically and Save.
All new account registrations will be Prospects before they create an order, regardless of whether the Approve all retail customers automatically setting is set to yes or no, .

Prospect Registration Process

To process for a prospect to register on your website is:

Customers register for an account on your Neto webstore.
The registration is successful.
- Inactive
- Prospect
The Prospect will appear in your Neto control panel as:

Customers will be unable to log in with their account until it is approved.

Two emails will be generated from this action.

This email is generated by the Customer Registration Welcome Email (To Customer).

1. Your customer will receive an email notifying them of their registration:
  Thank you for registering with Neto!
  Your registered details:
  Username: 112311563865
  Password: ---- (not sent via e-mail for security reasons)
  You may return to the homepage here: www.mystore.com.au
You will receive an email notifying you of the registration:
```
A new user registered on 
```
This email is generated by the Customer Registration Notification Email (To Company).

Both of these emails can be changed via the email templates page. In your Neto control panel navigate to Setup & tools > All settings & tools > Email Templates > Customer Registration Emails.

Approve Prospect Customers

To approve prospects:

In your Neto control panel navigate to Customers > Prospect. Select the Prospect you would like to approve.
On the Customer Card, tick the Active box and untick the Prospect box. Save.