Prospects
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· | Build a marketing database to announce special offers and promotions (direct marketing)
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· | Analyze the type of prospects who are contacting you (e.g. city they reside in, average age, gender, etc.)
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· | Track conversations and e-mail exchanges you have had with a particular prospect
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· | Quickly look up prospect information without having to constantly ask the potential customer for all of their mailing information
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· | Deal with tasks for the prospect (i.e. call backs, appointments, etc.)
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· | Easily convert the prospect information into a customer account
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At least one name (company or individual) must be provided for every prospect.
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As with most address fields in the program, if you type the zip code into the city field, the city, state, and zip code will all fill in automatically.
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Q01. | Can I convert a prospect record into a customer?
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A01. | Yes. Once the prospect record has been saved, simply click on the button provided at the top of the screen.
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Q02. | Is there a prospect care screen somewhere in the software?
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A02. | Use the customer care screen. When a prospect number is entered, the items that do not apply to a prospect will be hidden from view.
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Q02. | I don't see my question here. Where else can I get information?
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A02. | Visit our website's Technical Support section.
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