Prospect Status

This Help File Page was last Modified on 04/20/2013

Prospect Status

This Help File Page was last Modified on 04/20/2013

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Prospect Status

This Help File Page was last Modified on 04/20/2013

Previous topic Next topic  
The Prospect Status Form is used to define a set of descriptions for the Prospect's current Status as it relates to the Sales Cycle.
A Prospect Status description is then assigned to each new Prospect entry.
Initially the Prospect Status for each new Prospect will be set to the Default Status.
A Drop-Down Selection List is provided on the Prospect Form to Choose a different Prospect Status, when appropriate.
Subsequently, that Prospect Status may be updated as each Prospect continues to move through the normal Sales Cycle.
The Prospect Listing report may be filtered based on the Prospect Status assigned to each Prospect.


Entering a Prospect Status:
To define Prospect Status, on the Main Menu Choose Maintenance, then Select Prospect Tracking/Proposal Items and Click on the Prospect Status option.


Prospect Status Form


This Prospect Status Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.
Navigation Menu - The Navigation Menu is located at the top of the Lead Sources Form.



This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions.


Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Prospect Status Form.


Table View tab - A tabular (spreadsheet style) Table View of the currently defined Prospect Status is accessible by Clicking the Table View tab at the bottom of the Prospect Status Form.



To display a specific Prospect Status record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter).
This Table View information may be Pinned in Place by Clicking the Pin Icon on the right.



Prospect Status Form - with Table View tab Pinned Open


You may Un-Pin this Table View by Clicking the Pin Icon again.
Click on any listed record to display that information in the center (Main Body) of the Form.
There are two columns of data in this Prospect Status Record Listing:
1)ID - The record ID assigned by the system when the entry is originally saved.
2)Description - The actual explanation for the Prospect Status.
Each column's Header Name describes the data contained in that column.
Clicking on a Header Name will set the order in which the Prospect Status will be listed.
Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending).



The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name.
To define a Prospect Status which will be used to identify a Prospect's position in the Sales Cycle:
Click the HelpFilesNavigationMenuNewIcon to start the Prospect Status entry in the Record Editing section.
ID - This is the system assigned record number which is inserted automatically when the record is initially saved.
Description - Enter a Description for this Prospect Status.
The Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.
Click the HelpFilesNavigationMenuSaveIcon to record this Prospect Status entry.
The system will assign an ID.
Repeat this process to define as many Prospect Status Descriptions as necessary.


Using the Special Functions on the Navigation Menu at the top of the Prospect Status Form:
Print - Click the Print Icon to View and/or Print a list of the Prospect Status.



Yes - Click the Yes button to View a copy of the report.


No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File.


Cancel - Click the Cancel button to close this Print question and return to the Form.


Search - Click the Search Icon to open the Search Prospect Status dialog.


Search dialog


See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog.