|
|
|
Contact Management
For general help go to Options and click on Help and Tips.
I
can't find my saved quotes.
There are 2 ways to
find your customers:
-
From the Reminders
screen, click "Search" (located on the toolbar) and then choose "Search All for
Client". Enter the name you are looking for in the "Search For" field, and click
Search. The results will be displayed below. Select the name in the search
results and click "Continue (F2)" to bring up the information.
-
If you marked the quote as "Sold" and entered a policy number when you saved
it, the quote will be located under Customer Development. If you did not mark it
as sold, it will be located under Prospect Development.
Double-click on the prospect or
customer name. You will then see the information in a view that is very much
like the New Prospect screen. The saved quotes will be listed in the bottom
grid. To open a quote, double-click on the quote you wish to view.
What is the difference between
Prospect Development and
Customer Development?
A prospect is a person you have quoted or saved a note or x-date for.
Prospect Development is organized into three grids. The top grid displays your
list of prospects. The middle grid displays a history of contacts with the
selected prospect, as well as notes and x-dates. The bottom grid displays all
the saved quotes for the prospect.
To view the history and list of saved quotes for a particular prospect, click
once on the prospect you wish to view. You will see the information in the
second and third grids.
Double-clicking the prospect's name will display the information in a format
very much like the New Prospect screen. Then, to
bring up a saved quote, double-click on the quote you wish to view.
A customer is a person that you have quoted and saved their quote with a
policy number.
Customer Development is organized into three grids. The top grid displays your
list of customers. The middle grid displays a history of contacts with the
selected customer, as well as notes and x-dates. The bottom grid displays all
the saved quotes for the customer.
To view the history and list of saved quotes for a particular customer, click
once on the customer you wish to view. You will see their information in the
second and third grids.
Double-clicking the customer's name will
display the information in a format very much like the New Prospect screen.
Then, to bring up a saved quote, double-click on
the quote you wish to view.
|
.jpg)