Convert a Prospect to a Subscriber

□	Ideally, all of your Prospects will eventually become Subscribers.

•	As stated in the How to Setup a Module, any data entered, that would be needed in another module later, will automatically be there and shared with that module when that new module is started.

•	The Prospect Tracking System is actually a sub-ordinate module to the Accounts Receivable System

•	Prospects are easily, and virtually automatically, exported to the Subscribers Form.

•	To Convert a Prospect to a Subscriber:

•	On the Prospect Form, Locate (F2 Prospect Search) the appropriate Prospect that has become a Subscriber.

•	On the Prospect Form's General Quick Access Menu, Click the Convert To Subscriber Icon (see mouse pointer in illustration below).

HelpFilesProspectConvertToSubscriber

Prospect Form's General menu with Convert to Subscriber Icon

•	Confirm that you do want to make this conversion.

HelpFilesConvertToSubscriberQuery

Confirm Prospect to Subscriber Conversion

•	The Convert Prospect dialog is displayed.

•	You must enter certain Sales Tax, Service ID, and Recurring Billing related data to allow its acceptance as a Subscribers record within the Accounts Receivable System.

□	Entering the required Prospect Conversion information.

HelpFilesProspectConversionForm

Convert Prospect Form - Completed conversion data

•	Tax Class - Use the Drop-Down Selection List to Choose the appropriate Sales Tax Class.

•	Tax Code - Use the Drop-Down Selection List to Choose the appropriate Tax Code (Y,N,1,2,3) which establishes their Sales Tax Rate.

•	Service ID - Accepts all alphanumeric characters (a-z, A-Z, 0-9) and regular punctuation marks - up to a total of 15 characters in length.

•	Many users assign the Subscriber's telephone number as the Service Account Number such as "407-870-0040"

•	The original sale date plus their primary CSID (or visa versa) is another choice such as "2007-09-24/3277".

•	Just be consistent and have your entry actually mean something to your Service Technicians.

•	Sale Date - Use the Drop-Down Date Selection Box to enter the Sale Date (or completion date - if you prefer) from which their Warranty Ends date will be set (a one year Warranty is assumed).

•	Division - If you have defined Divisions and this Prospect should be assigned to one, use the Drop-Down Selection List to Choose the appropriate Division code.

•	Right-Click this field to Choose the Search By method, if desired.

•	Charge Interest? - If you charge interest on past due Invoices, and this Prospect - who is now a Subscriber - will be assessed interest charges for late payments, Check this box.

•	Late Fee Group - If you Checked the Charge Interest? box, use the Drop-Down Selection List to Choose the appropriate Late Fee Group.

o	Right-Click this field to Choose the Search By method, if desired.

•	Convert - Click the Convert button to execute the move.

•	Cancel - Click Cancel to abort the conversion process.

□	Cleanup Procedures:

•	Tabs - The Comments, Leads, Accounting Information and Service Information tabs are filled in during the conversion.

•	Take a moment and review the information that was transferred.

•	Update any of these tab's information items (perhaps an additional Comment on the conversion, and update of the Service Information tab with Directions, Contract Type, etc.), as needed.

•	Proposals - Convert a Proposal to an Invoice, a Job, or an Installation Order, if appropriate (see Converting Proposals for more information).

•	Proposal Alternate Address - This address, if defined, will be also converted and inserted into the Subscriber's Addresses Form and also the Configuration Form as the Default Proposal Address.