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Prospect Tracking System This Help File Page was last Modified on 06/25/2013 |
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Prospect Tracking System This Help File Page was last Modified on 06/25/2013 |
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Prospect Tracking System
This Help File Page was last Modified on 06/25/2013
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Prospect Tracking System This Help File Page was last Modified on 06/25/2013 |
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Prospect Tracking System This Help File Page was last Modified on 06/25/2013 |
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| □ | The Prospect Tracking System is included in the Accounts Receivable module and has many features to help you manage your Prospects, Contacts, Leads, and follow-up Reminders, as well as providing effective control over the Prospecting to Sales Process. |
Prospect information Form
| □ | Key features of the Prospect Tracking System include: |
| • | Prospect Information database allowing for the entry of a virtually unlimited number of Prospects, providing a One-Click Prospect to Subscriber Conversion feature. |
| • | Market, Source and Lead Type Coding and Analysis system to help you sort, track, and evaluate and plan your marketing expenditures, based on actual past results. |
| • | Proposal Generation System including a One-Click Proposal to Invoice Conversion feature, an Automatic Margin Markup (if desired), and a One-Click Proposal to Job Conversion. |
| • | Reminders System for Proposal Call-backs. |
| • | Comprehensive Prospect Tracking System Reporting |