<TODO> Insert description text here... And don't forget to add keyword for this topic
Import
Use this button to grab an insured and make him a prospect.
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Prospect Info
Use this area to enter your prospect Name & address. You may use all 4 lines.
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Web Site
Enter a website for this prospect
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Email
Enter a email address for this prospect. Use the Email button to launch your email program.
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Map button
<TODO> Insert description text here... And don't forget to add keyword for this topic
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Contacts
This will allow you to track all contacts for this prospect.
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Map
<TODO> Insert description text here... And don't forget to add keyword for this topic
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Code
Enter a code for the type of policy he is a prospect for. For example homeowners enter hom
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Status
What is the status of this prospect. something like policy pending.
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List view
You will enter all actions for this prospect in this area.
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OK button
Save the record.
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Cancel button
<TODO> Insert description text here... And don't forget to add keyword for this topic
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Current premium
Indicate hte current premium.
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Edit field
<TODO> Insert description text here... And don't forget to add keyword for this topic
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First name
First name of the contact
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Last name
Last name of the contact.
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Notes button
Use this button to save as many notes as you need.
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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.
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Source
Where did the prospect come from.
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Other
This area is for your own use.
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Opportunities
Inidcate here other items this person is a prospect for.
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