NEO Version 5.1.34.X Prospect Tracking New Features
This Help File Page was last Modified on 10/04/2013
□ | Welcome to the Summary Page which describes the major New Features added to the Prospect Tracking System within the MKMS NEO Version 5.1.34.X Release. |
• | This New Features Table contains three columns of data relating to each of these New features: |
1. | Program Module(s) Affected - This column lists the specific modules that were improved. |
2. | Chapter Links - This column lists of the link(s) to the chapter(s) where the previous instructions, illustrations and explanations have been revised to reflect the program changes and/or enhancements. |
3. | Description of the Enhancement - A brief explanation of the new features, functions and enhancements that have been added in this release with links to all of the affected chapters and some related chapters, also. |
□ | Understanding the New features Chart: |
• | All of the Program Module(s) that are Affected are listed. |
• | The Chapter Links are provided for finding the instructions, illustrations, and details on the operation and usage of the new feature(s). |
• | A brief Description of the Enhancement is shown, sometimes with additional Chapter Links. |
Program Module(s) Affected |
Chapter Links |
Description of the Enhancement |
||||||||
|
|
|||||||||
A Proposal created for a Prospect and/or a Subscriber which is being Converted to an Installation Order or Converted to an Invoice now provides (in the Proposal Conversion Information dialog) the options to:
|
||||||||||
The new Leads by Source report provides a Summarized (or Detailed) listing of the Value of the Sales made to Subscribers based on each Account's identified Lead Source(s) (optionally by specified Lead Source(s), specified Company Division(s), and/or within a specified Date Range), and may include or exclude any associated Recurring Revenues Sales in that Value calculation. |
||||||||||
The Prospect Information Report now supports Custom Report Formats. and also supports the inclusion of Proposals, Calls, Appointments and the Comments entered in the Prospect Form.
|
||||||||||
The revised Prospect Listing report dialog now has:
|
||||||||||
The new Addresses option on the General Menu of the Prospect Form provides a Prospect Addresses Form to define an additional "Billing" or "Home Office" address for Proposals submitted to an existing Prospect.
|
||||||||||
The Service Request Form is now available as a selection on the Prospect Form's new Service Quick Access Menu. |
||||||||||
|
|
|||||||||
|
|