Prospect Options Menu on Prospect Form

This Help File Page was last Modified on 06/24/2018

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Prospect Options Menu on Prospect Form

This Help File Page was last Modified on 06/24/2018

The Prospect Options Menu on the Prospects Form's Navigation Menu provides access to these Prospect specific functions:

 

HelpFilesProspectFormProspectOptionsGeneralMenuOptions

 

Prospect Options Menu:

1.General sub-menu -  This List (shown above) provides access to various other Forms and Processes that are used throughout MKMS by several different modules including, in some cases, the Prospect Tracking module:

a.Addresses - Define an Alternate Mailing Address for this Prospect.

b.Convert to Subscriber - Convert the currently selected Prospect record to a Subscriber (and once it is converted to Subscriber, and optionally convert any related Proposals to Invoices.

c.Referrals - This Form is used to record who Referred this Prospect to your Company.

d.Reminders - Look-up, Add, Edit, and/or Complete a Reminder Item, or Reschedule a selected Reminder Item.

2.Receivables sub-menu - There is only one option:

a.Proposals - This Form is used to create a Proposal for this Prospect.

3.Service sub-menu- There is only one option:

a.Work Orders - This Form is used to create a Work Order for this Prospect.

4.Labels - This Form is used to create mailing Labels for this Prospect.

5.Word Merge - This form is used to define instructions for a Word Merge process.

6.Layout - This Form gives the System Administrator the ability to change the sequence in which information is displayed on the Prospects Tab, as well as determining what information is displayed on the the Prospects Tab.