Sales Management Prospects Overview

  Prospects Overview

The Sales Management module provides a 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 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

Qualifications Form Definitions

Contacts Form Definitions

Opportunities Form Definitions

Note Log Form Definitions

Documents Form Definitions

Creating a New Prospect

Creating a New Opportunity