Sales Prospect Setup - Information field descriptions

Fields are presented in alphabetical order within each section.

Best

The best time to call this prospect. This field can reflect a day, time, or any user defined information signifying the prospect’s preference. Set up scheduled activities on a timely basis by entering information on the prospect’s record.

For example, 8:00/Tues may designate you call this prospect at 8:00 a.m. each Tuesday. Type anytime to designate a completely open time frame which gives you better flexibility with scheduling.

Competition

User-defined field for you to enter any direct competition you may have for the prospect.

Last Contact Date and Time

The last date and time that this prospect was contacted. The last date and time can be an important method of telling if the sales representative has kept up with the selling cycle, or it the prospect has been neglected.

Next Contact Date and Time

The next date and time that this contact should be contacted.

Rating

User-defined field set up in SA Table Code Value Setup. Used to enhance the prospect’s information by referring to the prospect’s level of interest, credit rating, and so on.

Size

Defined in SA Table Code Value Setup. Used to enhance the prospect’s information by indicating the prospect’s sales volume, number of customers, number of employees, and so on.

Stage

The current stage of this prospect in the sales cycle. The stages are user defined information set up in SA Table Code Value Setup. Examples include Prop (proposal), Demo (demonstration), Ngtn (negotiation), or Fcnt (final contract).

Source

User-defined field set up in SA Table Code Value Setup. The value in this field answers questions like "How did we get this prospect?" or "Where did the prospect get our name?" Use this field to track your sources.