Overview & Features
Overview
Features
Screenshots
data flow
Requirements
Brochure
Other details
Testimonials
Referral Programe
Feedback
Feedback
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The Prospects module is used to
keep track of all your enquiries and prospects. You can assign tasks and
create quotations specific to an enquiry or prospect. You can
automatically turn a prospect into a customer at the click of a button
where all their details get carried over to the Contacts module including
any related tasks and quotations or estimates. Tasks created for an
enquiry are linked to the Tasks module and can be viewed in the Calendar
module as well.
From a prospect record users can quickly create
quotations or estimates, tasks and correspondence (letters, faxes and
emails). Tab buttons allow a quick view of these areas allowing the user
to click on an item to view the full details.
On the Options screen you can do the following:
Find
Options...
Hot
Cold
In progress (Hot
& Cold)
Deal
Lost
You are not restricted to just finding
records based on these buttons. On the data entry screen, clicking the
'Find' button allows you to find records based on any type of
information.
For the current
record
Create customer record in
Contacts
Create eMail
Create fax
Create letter
Create
quotation
Create sales order
Print requirements
For the found set of
records...
Print mini list
Create a
mailshot using the Mailshot Wizard
Print referral report
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