Sales Management Prospects Prospect Form Definitions
Definitions of the Prospect Form (continued)
Prospect Form Data Entry Fields (continued)
Phone 1 - The primary telephone number for the Prospect.
Phone 2 - The secondary telephone number for the Prospect.
Mobile - The mobile telephone number for the Prospect.
Pager - The pager telephone number for the Prospect.
Fax - The fax telephone number for the Prospect.
Email - The email address for the Prospect. Entering an email address will make available other functions for the Prospect such as sending an email, creating a Vcard or scheduling an appointment through Microsoft Outlook.
Sales Department - Select the Sales Department to which the Prospect is being assigned.
Salesperson - Select the Salesperson being assigned to the Prospect from the drop-down list.
2nd Salesperson - If a second salesperson is also working on the Prospect, a second Salesperson may be selected from the drop-down list.
Next Follow Up - Enter a date indicating the next time the Prospect needs to be contacted.
Comments - This is a free-form text field to enter important information related to the Prospect. This field has a 256 character limit.