Sales Management Prospects Prospect Form Definitions

Definitions of the Prospect Form (continued)

Prospect Form Function Buttons (continued)

  Create vCard Button - Selecting the option button will open a new Outlook Contact form.  Information entered into the Prospect form will automatically fill into many of the fields on the Outlook Contact form.  Any information typed into the Prospect Comments field will fill into the Outlook Contact Notes field.

ss9015

Page   1  2  3  4  5  6  7                                                  Page  6