General Menu on Prospect Form
This Help File Page was last Modified on 04/01/2012
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General Menu on Prospect Form This Help File Page was last Modified on 04/01/2012 |
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General Menu on Prospect Form This Help File Page was last Modified on 04/01/2012 |
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| □ | The Prospect Form has two menus, the first menu - Receivable - only has the Proposals selection. |
| • | The second menu choice is the General menu which provides several useful features to enhance the capabilities of the Prospect Tracking System. |
| • | Convert To Subscriber - Easily, and virtually automatically, export Prospect information to the Subscribers Form. |
| • | Reminders - Allows you to quickly enter a Reminder related to the currently selected Prospect. |
| • | Addresses - Define Alternate Addresses for the currently selected Prospect. |
| • | Documents - For saving additional Documents that you want to keep on file but have readily accessible for a Prospect. |
| • | Referred By - Provides a Data Entry Form to record who referred the currently selected Prospect to your Company. |
| • | History - The Universal Account History Form for the Prospect Tracking System provides a complete and immediate listing of Calls, Proposals, and Prospects, plus a Search and Print function. |
| • | Calls - Allows you to enter the time, date, comments and results of a Prospect related Telephone Call - both Incoming and Outgoing. |
| • | Also, on the Prospect Information Form, Click the Calls Icon at the top of the Form to open the Calls dialog containing the Calls information for the selected Prospect. |