Customer and Prospect Tracking
You can access virtually ALL client information from this screen. The action buttons at the top of the screen
base responses given on the client or prospect on screen.

Action Buttons

• Access All Client Quotes - Additional criteria screen is presented for further filtering.
• Access All Client Inventory Items - Quickly filter to Clients FMS inventory.
• Access All Client Orders - View all past orders or narrowed criteria driven view.
• Write a Letter - workstation specific letters ready for mail merge button push.
• Add New Contacts and Ship To records.

Client or Prospect Record

• Track standard client address information, Contact and Account Status.
• Track Next Contact date, Last Contact, Time Stamped Notes and account “rating”.
• Track industry Segment of the client or prospect.
• Track client or prospects product & service interests.
• “Customize” method of contact for each client and prospects.