Prospects

Articles

How to Send a Prospect Record to QuoteWerks
Once a new Prospect has been created, the Name, Address, Phone, and email address information may be sent to the QuoteWerks application to prepare the quote and proposal for the Prospect.   Note:  If your company has purchased the Qu...
Prospect Queue
The Prospects Queue is a listing of all Prospects in process.  As Prospects are sold or lost and inactivated, they drop off the list.  Once a Prospect has been inactivated, it still remains in the database.  Inactive Prospects may be ...
Prospects Overview and Topics
The Sales Management module provides tools for tracking sales leads and the dollars values that have been quoted by using Prospects and Opportunities.  The Prospect is the person or business to whom a Salesperson trying to sell a system or ser...