Sales Management Prospects Send Prospect Information to QuoteWerks
Send Prospect Information to QuoteWerks
Once a new Prospect has been created, the Name, Address and Phone information may be sent to the QuoteWerks application to prepare the quote and proposal for the Prospect. Follow the instructions listed below to send Prospect information to the QuoteWerks application.
1. Navigate to the Sales Management/Prospect menu option from the Main Application menu.
2. The list of Prospects will be displayed. Double-click on the Prospect record to be sent to QuoteWerks.
3. Once the Prospect record is open, press the QuoteWerks button from the Prospect toolbar on the left.
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