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 services. A Prospect record is used to record basic information about the Prospect and contains other sub-forms available for tracking sales related information. These sub-forms are Qualifications, Contacts, Notes and Opportunities.
The Prospect form and each of the sub-forms are defined within the topic links listed below.
Prospect Form Definitions
Creating a New Prospect
Qualifications Form Definitions
Contacts Form Definitions
Note Log Form Definitions
Documents Form Definitions
How to Send a Prospect Record to QuoteWerks