Prospects
The Prospects form is used to store all the detailed information about your Prospects including address, phone, financial information and other key information. You can be as detailed as you feel necessary since most of the fields are not required to be filled in. This is a great form to store business contacts, friends, family, Prospects, stores, etc. It really has nothing to directly do with the accounting end of the program and is meant to possibly eliminate the need for a separate contact management program. You can use any of the Prospects stored in this form with the Schedule Activity forms.
You will notice that at the top of this form are eleven tabs, which help group the prospect contact information better. It is like having four forms connected together for each prospect contact. You will also notice that the Prospect ID, Company, Phone, Name, Email and Type fields at the top of the form remain there in all the tabs so you always know what prospect contact you are working on when switching between the tabs. The eleven tabs are listed below and described in detail in other areas of the documentation.
The Customer Tab shows you general prospect contact information. see Prospect
The Setup Tab shows other related prospect data including Default Information and Order Information that could not fit on the General and Detail tabs. see Adding Prospect
The Detail Tab shows all other related prospect contact data that could not fit on the General tab. see Adding Prospects
The Fields Tab is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other contact information that you use. see Fields Tab
The Documents Tab is used to save documents, information and files that is related to the Prospect. see Adding Prospect
The Activity Tab shows you all the completed and scheduled activities for the prospect. see Schedule Activity
The Notes Tab shows you a list of all the Prospect notes. see Prospect Notes
The Data Tab allows the user to add unlimited data or questions to each prospect. see Prospect Data Tab and Field
The Contacts Tab shows you the contacts, sites and departments for the selected prospects. see Prospect Contact
The Special Pricing Tab shows you special inventory item pricing for the selected prospect. see Prospect Special Pricing
The E-mail Tab shows all the sent and received E-mails of the Prospect.
This form can be used to add or edit records in the Prospect form. To add new Prospects, simply click the New button at the bottom of this form. If you need to edit existing Prospects, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Prospects.
The record navigation buttons at the bottom of the form are used to move from one Prospect to another. It also displays how many records are in the Prospect form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You can use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new prospect to be Added.
The Find button will allow you to search for prospect.
The Delete button will delete the selected prospect.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Convert button allows prospect to be converted into a customers.
The Initiate Transaction button will show enable you to begin the transaction you wish such as invoicing or quoting.
The Codes button will open the Prospect Codes form is used to store identifier codes for the selected customer.
The Prospect Type button will open the Prospect Type form where you can display all the customer types selected for the current . You can add, edit or delete customer types in this form.
The Ship To button will open the Customer Ship To List form where you can enter or view an unlimited number of alternative shipping locations
The Schedule button will open the Schedule Activity form when you can schedule a call, meeting, or to-do. see Schedule Activities
The Close button will close the Prospects form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Prospects form.
Related Topics