Prospect Maintenance

Exit

Click this button to close the Prospect Maintenance window.

New

Click this button to create a new prospect.

Update

Click this button to edit the selected prospect.

Delete

Click this button to delete the selected prospect.

Copy

Click this button to copy the selected prospect.

OK

Click this button to accept an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.

First

Click this button to display the first prospect.

Prev

Click this button to display the previous prospect.

Next

Click this button to display the next prospect.

Last

Click this button to display the last prospect.

Contacts

Click this button to display Contact Maintenance, which allows you to view, create, edit, and delete customer contacts. This button is only available if the Contacts tab is displayed. The icon for this button includes a check mark if contacts exist for the selected prospect.

Attachments

Click this button to display Attachment Entry, which allows you to view and enter attachments for a selected prospect or contact.

Documents

Click this button to display Contact Document Selection, which allows you to select which documents are delivered to the selected contact. This button is only available if the Contacts tab is displayed.

Notes

Click this button to display Notes Entry, which allows you to view and enter notes for a selected prospect or contact.

Convert to Qualified Prospect

Click this button to convert the selected prospect to a qualified prospect. This button is only available if the Main tab is displayed.

Convert to Customer

Click this button to convert the selected prospect to a customer. This button is only available if the Main tab is displayed.

GDPR

Prospect Code

Enter a prospect code or click the Lookup button to select an existing prospect code. If you convert a prospect to a customer, this code becomes the customer code for the customer unless you are using the automatic customer code assignment feature.

Note If you are a sales representative, you can only view prospects assigned to you.

Prospect Name

Enter a prospect's name, or click the Lookup button to select an existing prospect name.

Note If you are a sales representative, you can only view prospects assigned to you.

Setup Date

This field displays the date that this prospect was created. When you create a new prospect, it defaults to the current date and cannot be changed.

Active

Select this check box if this prospect is active and you want the prospect to be listed in Lookup windows. This check box is selected by default.

Customer Code

This field displays the customer code if this prospect is converted into a customer.

Name

This field displays the customer name if this prospect is converted into a customer.

Customer Template

Enter a customer template to use when converting this prospect to a qualified prospect or customer, or click the Lookup button to select a customer template. You can only select a customer template that is used for prospect/customer generation. For information on setting up customer templates, see Customer Template Maintenance.

NOTE Settings for the prospect will default from the entered customer template, but will not overwrite manually entered settings.

Primary Contact

Enter the primary contact for the prospect, or click the Lookup button to select an existing contact as the primary contact for the prospect. If a contact does not yet exist for the prospect, you can use this field to create a new contact, and the contact's address defaults to the prospect's address.

Address 1

Enter the first line of the prospect's street address.

Address 2

Enter the second line of the prospect's street address.

Address 3

Enter the third line of the prospect's street address.

City

Enter the city of the prospect's address, or click the Lookup button to select a city. For information on setting up cities, see Postal Code Maintenance. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

State/Province

Enter the state or province of the prospect's address, or click the Lookup button to select a state or province. This field can default from the postal code if the postal code is set up in Postal Code Maintenance. This field’s label can be set up in Country Maintenance.

Postal Code

Enter the postal code of the prospect's address, or click the Lookup button to select a postal code. If you set up the postal code in Postal Code Maintenance, the City, County, and State/Province fields are automatically populated when you enter the postal code.

The format of the postal code is set up for the country in Country Maintenance, and can optionally be set up to be validated.

Country

Enter the prospect's country, or click the Lookup button to select a country. The country controls the format and/or validation of the postal code, the format of the phone fields, and the label for the State/Province field. For information on setting up countries, see Country Maintenance.

Attention

Enter the main contact of the prospect who should receive invoices.

County

Enter the county associated with the prospect's address. This field can default from the postal code if the postal code is set up in Postal Code Maintenance.

Website

Enter the address of the prospect's Website.

Open

Click this button to display the prospect's Website if the address for it is entered in the Website field.

Phone #

Enter the prospect's telephone number. The format of the telephone number is set up in Country Maintenance.

Email Address

Enter the main email address for the prospect.

Fax #

Enter the prospect's fax number. The format of the fax number is set up in Country Maintenance.

Language

Enter the primary language spoken by the prospect.

Route Number

Enter a route for the prospect, or click the Lookup button to select a route. This field is only available if the selected customer template is set up with a fleet delivery shipper.

Route Stop Number

Enter a stop number for the prospect. This field is only available if the selected customer template is set up with a fleet delivery shipper.

Route

Click this button to display Customer Route Inquiry, which allows you to view waves, routes, and stops for a customer. This button is only available if the selected customer template is set up with a fleet delivery shipper.

No Delivery Days

Select days for which the prospect will not have deliveries. These check boxes are only available if the selected customer template is set up with a fleet delivery shipper.

Sales Representative 1

Enter the main sales representative that handles the prospect, or click the Lookup button to select a sales representative. For information on setting up sales representatives, see Sales Representative Maintenance.

Sales Representative 2

Enter an additional sales representative that handles the prospect, or click the Lookup button to select a sales representative. For information on setting up sales representatives, see Sales Representative Maintenance.

Shipping Location

Enter the main shipping location prefix that services the prospect, or click the Lookup button to select a shipping location prefix. Locations are set up in Location Maintenance.

Sales Location

Enter the main sales location prefix that services the prospect, or click the Lookup button to select a sales location prefix. Locations are set up in Location Maintenance.

Sales Division

Enter the sales division that handles the prospect, or click the Lookup button to select a sales division. The sales division is a customer grouping used for EIS and sales analysis.

Sales Group

Enter the sales group that handles the prospect, or click the Lookup button to select a sales group. The sales group is a customer grouping used for EIS and sales analysis.

Sales Territory

Enter the sales territory that handles the prospect, or click the Lookup button to select a sales territory. The sales territory is a customer grouping used for EIS and sales analysis.

Price Book Group

Enter the price book group for the prospect, or click the Lookup button to select the price book group. The price book group is a customer grouping to use for price calculations. For information on setting up price book groups, see Price Book Group Maintenance.

Marketing Representative 1

Enter the main marketing representative responsible for the prospect, or click the Lookup button to select a marketing representative. For information on setting up marketing representatives, see Marketing Representative Maintenance.

Marketing Representative 2

Enter a secondary marketing representative responsible for the prospect, or click the Lookup button to select a marketing representative. For information on setting up marketing representatives, see Marketing Representative Maintenance.

Price Book

Enter a price book to use for the prospect, or click the Lookup button to select a price book. For information on setting up price books, see Price Book Maintenance.

Click this button to add the price book entered in the Price Book field to the Selected Price Books grid.

Click this button to remove the selected price book from the Selected Price Books grid.

Click this button to remove all price books from the Selected Price Books grid.

Selected Price Books

This grid displays price books for the prospect.

Click this button to move a price book up in the hierarchy in the Selected Price Books grid. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).

Click this button to move a price book down in the hierarchy in the Selected Price Books grid. Prices at the top of the hierarchy are used before prices lower in the hierarchy (unless the system or customer is set up to use the best price).

Market Groups

Select the check box for each market segment and/or market group associated with the prospect. You can click the plus or minus symbol to the left of a market group to show or hide the market segments in the market group. If you select a market group, all market segments in the market group are selected. For information on setting up market groups and market segments, see Market Group and Segment Maintenance.

Contacts

This grid displays contacts set up for the prospect in Contact Maintenance. Double-click a contact to display the contact information in Contact Maintenance.

Show History For

Select whether to display CRM tasks for only the contact selected in the Contacts grid or for all contacts.

CRM Tasks

This grid displays CRM tasks for the selected contact or all contacts (based on the selected Show History For option). Double-click a task to display information for the task.

Customer User Defined 1 - 20

Enter the appropriate information in these customer-related user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.

Market Segment User Defined 1 - 20

Enter any user-defined market segment information for the prospect. The labels, formats, and validations are set up in User Defined Fields Maintenance.