Sales Management Prospects Note Log Form Definitions
Definitions of the Note Log Form
The Note Log is used to track Events that have taken place with the Prospect throughout the sales cycle. SedonaOffice automatically tracks significant changes made to a Prospect or any Opportunities associated with the Prospect and enters records into the Note Log. Users have the ability to manually enter in events that may have taken place or will take place with the Prospect. Changes that are automatically written to the log are listed below.
· Any change made to the Status field on the Prospect or Opportunity
· A new Opportunity is created.
· The % to close field on the Opportunity is entered or changed.
· The Primary Salesperson is changed.
· A Secondary Salesperson is entered or changed.
· An email is sent using the Email function button.
· An appointment is scheduled using the function button.
· A VCard is created using the function button.
The Note Log is divided into two sections; the Upper section is a listing of all Events automatically recorded by SedonaOffice and Manual Events entered by Users. The lower section is used to enter a Manual Event for the Prospect. The data entry fields for a Manual Event are described on the next page.
Note: If your company is using the Opportunities feature within the Sales Management module and an Opportunity for a Prospect is converted into a Customer record, any manually entered notes (events) into the Prospect Note Log will be copied over to the new customer notes log.
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