Prospect Tracking System Maintenance

This Help File Page was last Modified on 01/11/2019

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Prospect Tracking System Maintenance

This Help File Page was last Modified on 01/11/2019

As with all the other modules, there is some basic Prospect related User Options and Maintenance Information Forms that must be completed/updated before you can effective use this Prospect Tracking System:

To access the User Options Form from the MKMS Desktop,

1.Select the Menu tab and Choose the General option, then Select User Options; or

2.Right-Click on the MKMS Desktop at any location not within an open Form or any of the MKMS Desktop's Tabs or Ribbon Menus, (or Click the Menu Icon on the Receivables Tab) and Choose the Maintenance option, then Select User Options.

 

Complete/Update these required User Option Entries:

1.Insert the Company Logo,

2.Enter the Company Name and Address,

3.Setup your Personal Options and

4.Set specific Company Options for your Company's Proposals.

 

HelpFilesUserOptionsLogo

User Options - Logo tab

 

Define as many as needed:

 

HelpFilesProspectMaintenanceSelections

   Prospect sub-menu

 

a)Prospect Status - used to define a set of descriptions for the Prospect's current Status as it relates to the Sales Cycle.

 

HelpFilesProspectStatus

Prospect Status Form

 

b)Lead Sources which your Company will want to track.

 

HelpFilesLeadSource

Lead Sources Form

c)Lead Types which your Company will want to track.

 

HelpFilesLeadType

Lead Types Form

 

d)Marketing Areas which your Company will want to track.

 

HelpFilesMarketAreas

  Marketing Area Form

 

e)Prospect Status which are used to define a set of descriptions identifying the Prospect's current Status as it relates to the Sales Cycle.

 

HelpFilesProspectStatusMaintenance

Prospect Status Form

 

f)Proposal Packages that are used to speed the Proposal creation process.

 

HelpFilesProposalPackagesForm

Proposal Packages Form - With Commissions Tracking related data

 

g)Proposal Paragraphs that are generally used as Headers and/or Footers will also help to speed the Proposal creation process.

 

HelpFilesProposalParagraphsForm

Proposal Paragraphs Form

 

Prospects - Press Ctrl+F3 - which opens the Prospect Information Form.

 

What's Next?

Complete the User Option Entries and update Company Settings as required.