The client tab in Prospect is where you can enter client details, track correspondence, build quotes and follows tasks for a client.
Summary Tab In Prospect
On the summary page, a client status, sales rep and contact information will display at the top of the page.
The rest of the summary page shows various components of a client at a glance. The correspondence section will show any documented correspondence with the client via email, phone call or notes left on the client. To add a correspondence entry, simply click either the pencil icon to leave a note, the email icon to record an email correspondence or the phone icon to record a phone correspondence.
The meetings section will show any meetings that have taken place or are upcoming with the client.
The quotes section shows any active quotes on the clients file. Double clicking on the quote will take you to the quote page where the quote can be adjusted.
Below the quote section, the task section will show any tasks associated to this client. Just like in Procession or Phoenix, tasks can be marked as completed by clicking the toggle box beside the task.
The tag section will allow you to add tags to the client to indicate what type of services they may be a lead for or any other type of info you may want to tag a client with. Tags can be added to the client by double clicking on the tag icon in the right corner.
At the bottom of the summary page, a relations section is available that will display any relatives that are already in Procession as a case and have this lead associated as a family or friend.
Also at the bottom of the page, a general notes section is available where notes can be entered for the lead.
Client Tab In Prospect
The client tab of a client record in Prospect is where basic details about the client can be added. Options are available to enter a case number, name, printed name, maiden name, address information and contact information. In the upper right corner a toggle is also available to mark the client as "Do Not Call".
Correspondence Tab In Prospect
The correspondence tab in Prospect is where notes about correspondence with the client can be tracked. Any correspondence that is entered for the client will be listed out, showing details on date, time, staff name, type of correspondence and notes about the communication. To add a new correspondence, simply click the icons in the upper right corner to add an entry. Options are available to add a note, an email correspondence entry or a phone correspondence entry.
Double clicking on a correspondence entry will open a pop up window where you can view or edit the details of that correspondence.
Contacts Tab In Prospect
The contacts tab of the client page in Prospect is where contacts can be associated to the client. The functionality of this section is the exact same as it is on the Family/Friends section in Procession. More details on the functionality can be found on our Client Tab article for Procession.
Custom Data Tabs In Prospect
The custom data tabs in Prospect have the same functionality as the custom data tabs in Procession and Phoenix. For a more detailed break down of the custom data tabs functionality, more information can be found on the Client Tab article for Procession.
One difference with the Custom Data section in Prospect is that there are two Custom Data tabs that work independently of each other. The "Custom Data Procession" tab will show the same custom data section that is set up in Procession. The custom data tab that does not say Procession is actually unique to Prospect and can be set up with it's own data independent of what is set up in Procession.
Quotes In Prospect
The quotes tab in Prospect functions very similarly to the billing tab in Procession. This section though, contains different verbiage that refers to everything from a quote perspective instead of a billing perspective. Invoices can be added and items can be added to the invoices in the same manner that invoices are edited in the billing tab of Procession. For more information on how the invoice functionality works, a more detailed breakdown can be found on the Billing Tab article for Procession.
**Since this section is used to generate quotes, payment options are not available in Prospect's quote builder.
A quoted invoice can be converted to a true sale from the summary page of a client by clicking the dollar sign icon beside the quote.
If there is an existing Procession case for this person already, the quote will be added as a new invoice on that Procession case. If they do not exist in Procession as a case, an option will be available to convert them to a case in Procession.