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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
- Write a Letter - Five “workstation specific”
letters ready for mail merge button push.
- Email - Generate an email to the contact
for this account.
- 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.
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 interest
and activity
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