This Help File Page was last Modified on 03/02/2018
❑The MKMS Prospect Tracking System offers the same, easy to use interface as all of the other modules, and is completely integrated into the Accounts Receivable, Service Tracking and Job Costing modules
•It is assumed that the Accounts Receivable Maintenance information has already been completed!
User Options: Company Options - Invoice/Proposals sub-tab
2)Defined the Lead Types which your Company will want to track.
3)Define the Lead Sources which your Company will want to track.
4)Define the Marketing Areas which your Company will want to track.
6)Enter some sample text for Proposal Headers and Footers.
❑Once this setup information is entered, you will be able to:
•Execute a One-Click Prospect to Subscriber Conversion
•Execute a One-Click Proposal to Invoice (or Proposal to Work Order, or Proposal to Job) Conversion
•Complete the Prospect Tracking System's Maintenance Information.