Navigation: Prospect Tracking System: Prospect Options Menu on Prospect Form This Help File Page was last Modified on 03/06/2023

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

 

 

•Prospect Options Menu:

1.Contacts - Click this Contacts option to open the Contacts Form to identify anyone who should be associated with this Prospect.

 

Contacts Form accessed from accessed from a Subscribers Form

 

2.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.

3.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.