Prospect Form Tabs

◆	As a reminder, the standard Prospect Form tabs, as noted below, may also be accessed by Pressing the Alternate key together with the Underlined Letter in that tab's Title.

□	Comments tab (Alt+O) - An Edit Rich Text field which allows you to enter any special notes or comments relating to this Prospect.

•	When you open a Prospect Form, the Comments tab is - by default - the active tab so the Comments tab is displayed when the Prospect Form is initially opened.

•	However, once another tab is selected and is active when the Prospects Form is closed, that tab will become the new default.

HelpFilesProspectCommentsTab

Comments tab on the Prospect Form

•	Enter Comments as needed.

•	You may simply type in your comments as needed.

▪	If you have made your entry without opening the Edit Comments box (see below),

▪	Click Save ("ü") on the Prospects Form after finishing a Comment entry.

•	However, there is also built in Rich Text Editor available - accessed by Double-Clicking within the field - called the Edit Comments box.

HelpFilesEditCommentsEditor

Rich Text Editor on the Edits Comments Form

•	This Edit Comments box provides word processing level features - most of which - you will find familiar like bold, underline, italics, highlighting and font and font color selections.

▪	If you have opened the Edit Comments box to make your entry, to save your entry, select File and Choose Save & Exit (or Press Ctrl + S).

▪	Then, Click Save ("ü") on the Prospects Form after closing the Edit Comment entry box.

•	Alert - In addition to the Comments field itself, there are two other features that will assist you in getting the most benefit from the Comments that get entered here.

•

Check the Alert box if you want the Comments framed in Red whenever this record is viewed. This is particularly useful if the Account is Past Due, needs follow up, is receiving special care or a special resolution process is underway, or in other ways - needs to be recognized as needing the Comments information viewed by you (or whomever might also view this record) before communicating with the Prospect.

•	Use the Search function to quickly locate a specific entry (see below).

•	Search - Click the Comments Form's Search Icon to locate a particular word or phrase anywhere within the Comments.

HelpFilesSearchBoxIcon

•	Enter the word or phrase you are searching for in the Find What field.

•	Check the Match whole word only box if you want the search result limited to the exact word or phrase you entered (versus a portion of it).

•	Check the Match case box if you want your search results to exactly match the upper and lower case of your Find what entry

HelpFilesFindForm

□	Leads tab (Alt+L) - Enter the information that will help you better track the success of your Leads Generation efforts.

HelpFilesProspectLeadsTab

Leads tab on the Prospect Form

•	Source - Use the Drop-Down Selection List to Choose the Lead's Source.

•	Type - Use the Drop-Down Selection List to Choose the Lead's Type.

•	Market - Use the Drop-Down Selection List to Choose the Market Area.

•	Date - Use the Drop-Down Date Selection Box to Choose the origination date of the Lead that identified this Prospect.