Create a New Prospect

To create a new Prospect follow the instructions listed below. 1.  Navigate to the Sales Management/Prospect menu option from the Main Application menu. 2.  The list of Prospects will be displayed.  Click the New button located at the lower right ...

The Contacts form is displayed on the Prospect toolbar once the Prospect form has been saved.  The Contacts form is used to create a list of contacts relevant to the Prospect.  You may enter as many contact records as needed. The Contacts form is co...

The Documents form is displayed on the Prospect toolbar once the Prospect form has been saved.  Your company must be a subscriber to the add-on module SedonaDocs to be able to scan and attach or attach an existing document to a Prospect record. On...

There are five function button located at the lower left of the Prospect form; these buttons have links to Microsoft Outlook and MS Word functionality.  To be able to use any of these functions, the workstation must have Microsoft Outlook and MS Wor...

The Note Log is used to track Events that have taken place with the Prospect throughout the sales cycle.  SedonaOffice automatically tracks certain changes made to a Prospect or any Opportunities associated with the Prospect, and enters records into...

The Qualifications form is displayed on the Prospect toolbar once the Prospect form has been saved.  All data entry fields contained on the Qualifications form are User Defined.  This means that your company determines which fields to be used and wh...