Update Prospects

Update Prospects
 
<TODO> Insert description text here... And don't forget to add keyword for this topic
1

Import

1. Import
Use this button to grab an insured and make him a prospect.
 
2

Prospect Info

2. Prospect Info
Use this area to enter your prospect Name & address.  You may use all 4 lines.
 
3

Web Site

3. Web Site
Enter a website for this prospect
 
4

Email

4. Email
Enter a email address for this prospect.  Use the Email button to launch your email program.
 
5

Map button

5. Map button
<TODO> Insert description text here... And don't forget to add keyword for this topic
 
6

Contacts

6. Contacts
This will allow you to track all contacts for this prospect.
 
7

Map

7. Map
<TODO> Insert description text here... And don't forget to add keyword for this topic
 
8

Code

8. Code
Enter a code for the type of policy he is a prospect for.  For example homeowners enter hom
 
9

Status

9. Status
What is the status of this prospect.  something like policy pending.
 
10

List view

10. List view
You will enter all actions for this prospect in this area.
 
11

OK button

11. OK button
Save the record.
 
12

Cancel button

12. Cancel button
<TODO> Insert description text here... And don't forget to add keyword for this topic
 
13

Current premium

13. Current premium
Indicate hte current premium.
 
14

Edit field

14. Edit field
<TODO> Insert description text here... And don't forget to add keyword for this topic
 
15

First name

15. First name
First name of the contact
 
16

Last name

16. Last name
Last name of the contact.
 
17

Notes button

17. Notes button
Use this button to save as many notes as you need.
 
18

Insert button

18. Insert button
Add a new action.  Action would be listings of things that have been done for the prospect.  They could be things to do for the prospect.
 
19

Source

19. Source
Where did the prospect come from.
 
20

Other

20. Other
This area is for your own use.
 
21

Opportunities

21. Opportunities
Inidcate here other items this person is a prospect for.
 

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