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Prospect Tracking System

This Help File Page was last Modified on 06/16/2016

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This Prospect Tracking System is included with the Accounts Receivable module.
It provides many features to help track and manage your Company's Prospects, Contacts, Leads, Proposals, and follow up Reminders, as well as providing an easy Prospect to Subscriber Conversion Process.



MKMS Desktop - Receivables tab - Prospect Form


Key features of the Prospect Tracking System include:
Prospect Information Form allowing for the entry of a virtually unlimited number of Prospects,
A One-Click Prospect to Subscriber Conversion feature.
Market Areas, Lead Source and Lead Type Coding and Analysis system to help sort, track, evaluate and plan your Company's marketing expenditures, based on actual past results.
Proposal Creation System including a One-Click Proposal to Invoice Conversion feature, an Automatic Margin Markup (if desired), and a One-Click Proposal to Job Cost Entry conversion feature.
Reminders for when Proposal Call-backs are due.
Comprehensive Prospect & Proposal Reporting System