# Prospect Entry (PROSPECT.E)

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# General

Prospect Id Enter the number you wish to assign to this prospect. If you leave this field null, a sequential number will be assigned when the record is filed. If you want to access an existing record but you do not know the prospect number, there is an option in the help menu for this prompt which allows you to select the prospect by name or phone number.

Name Enter the name of the prospect.

Prospect Date Enter the date this prospect was originally entered.

Status Enter the status of this prospect. The list of valid entries for this field may be defined in PROSPECT.CONTROL . If that list is left empty, then any user defined status code may be used.

Status Date Enter the date associated to the status code.

Address Enter the business address of the prospect.

Sort City This field contains the city and is used for sorting purposes only. The city must appear in the address section, as well.

Sort State This field contains the state and is used for sorting purposes only. The state must appear in the address section, as well.

Sort Zip This field contains the zip code and is used for sorting purposes only. The zip code must appear in the address section, as well.

Sort Country This field contains the country and is used for sorting purposes only.

Mail Address Enter the mailing address of the prospect. This field will default to be the same as the address, and can be changed if required.

Phone Enter the phone number for this prospect.

Fax Enter the prospect's FAX number.

Source This field represents the source from which this prospect came to your attention. It is a user defined field.

Web Site Website URL associated with this prospect.

Rep Enter the rep assigned to this prospect. If you do not know the rep number, there is an option in the help menu for this prompt which allows you to select the rep by name.

Rep Name The rep name as is appears in the Rep file.

Comm The commission percent for the associated rep.

Cust Id This field contains the customer number(s) into which this prospect has been converted.

Cust Name This field contains the customer name for the associated customer ID, as it appears in the Cust file.

Marketing Group Select each of the groupings that apply to the prospect. Groupings are used to classify prospects by various attributes and are used to select customers for marketing compaiagns.

Notes Enter any general notes for this prospect.

Status Desc This field contains the description of the status code, as it appears in the PROSPECT.CONTROL record.

Version 8.10.57