www.microkey.com

Prospect Tracking System

This Help File Page was last Modified on 10/18/2025

  • Scroll to top of this topic Scroll to Top of Page

  • Print the current topic Print Topic

  • Send feedback on this topic by email Email Feedback

  • No expanding elements on this page Show/Hide Expanders

❑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.

 

HelpFilesProspectMenus&ProspectForm

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