Maintain prospect records

This feature is used with: Estimating.

To enter or amend prospect records

Open: Manufacturing System Manager > Prospects > Records > Enter New Record.

Open: Manufacturing System Manager > Prospects > Records > Amend Record.

1. Enter or amend the following information on the Main Details tab:
• A/C reference

When you enter a new prospect, choose a reference that does not exist in the Sales Ledger. When you convert the prospect into a customer, you will not need to change the reference.

• Name and Address details.

Note: You can only enter City, County and Country if Use Segmented Addresses has been selected on the Operational settings tab within Accounting System Manager System Settings.

• VAT Number
2. If required, enter the delivery address details on the Delivery Address tab.
3. If required, enter contact details on the Contacts tab.
4. If required, enter telephone, fax, email and website information on the Communication tab.
5. If required, enter notes on the Memo tab.
6. To save the record, click Save.

To delete prospect records

Open: Manufacturing System Manager > Prospects > Records > Amend Record.

1. Select the prospect that you want to delete from the Reference drop-down list.
2. Click Delete.

3. Click Yes at the prompt to confirm that you want to delete the prospect.

   The prospect is deleted.