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 ProspectsThe Prospects module keeps track of all your job, sales and business prospects, enquiries and leads. Assign tasks and create quotations specific to an enquiry or prospect. You can automatically turn a prospect into a customer at the click of a button where all their details get carried over to the Contacts module including any related tasks and quotations or estimates. Tasks created for an enquiry are linked to the Tasks module and can be viewed in the Calendar module as well.  From a prospect record users can quickly create quotations or estimates, tasks and correspondence (letters, faxes and emails). Tab buttons allow a quick view of these areas allowing the user to click on an item to view the full details.  On the Options screen you can do the following: Find Options... Hot Cold In progress (Hot & Cold) Deal Lost You are not restricted to just finding records based on these buttons. On the data entry screen, clicking the 'Find' button allows you to find records based on any type of information. For the current record Create customer record in Contacts Create eMail Create fax Create letter Create quotation Create sales order Print requirements For the found set of records... Print mini list Create a mailshot using the Mailshot Wizard Print referral report |
 Note: Please email us if you have any questions about FileMaker Pro software or FileMaker templates. |
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