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Prospect Data Tab

 

The Data Tab in the Prospect form provides an area to setup an unlimited number of fields that could be used to record prospect data or answers to questions that have been asked.  You can setup multiple tabs to organize the data by using the Tabs and Edit buttons.

 

The following steps will explain in detail how to add a Prospect Data Tab and create Prospect Data Fields.

1.Open the Prospect form and find the Data Tab.

2.To begin, select the Tabs button which opens the Prospect Data Tab form.

3.Click on the New button to open the field and the cursor will be flashing at the available line.  Enter in the name you would like to designate for this Tab.  If you would like more than one Tab, select the new button again and enter another Data Tab name.

4.When done entering and saving the Tabs , click the X box button at the upper right corner to close the form.

5.The next step is to click on the Edit button.  This will open the Prospect Data Fields form.

6.In the Tab field, select which Tab you want to work with by clicking the drop down button.  If you created six Tabs, you will see them in the drop down box.

7.Click on the New button to move the cursor to a new line.

8.In this Data Field enter the question or other prospect data.

9.In the Data Type field select whether the information to be entered will be text, a number, yes/no or a date.

10.Repeat the process until you have created all necessary Data Fields within that Tab.

11.Repeat step 6 to select the next Tab.

12.With the Prospect Data Tabs and Data Fields created, you can begin entering information.

13.Click the Ellipse button to open the Prospect Data Field Edit where you can edit your answer.