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Adding a Client or Prospect Record |
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Adding a Client or Prospect Record |
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Adding a Client or Prospect Record
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Adding a Client or Prospect Record |
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Adding a Client or Prospect Record |
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Click on the +Add Contact button to add a single client/prospect record to the Client/Prospect Browse Table.
A CRMworx Client/Prospect records contains fields for 3 people and the associated phone numbers and email addresses. Alternately, you can use 1 record per person if you wish.
The following fields have Lookup Tables to help standardize your contact data:
| • | Created By, identifies the author or creator of the record. |
| • | Assigned To, identifies the person assigned to or responsible for the Client/Prospect. |
| • | Status, is user defined and may indicate the status of the relationship or a specific campaign. |
| • | Lead Source, identifies the source or origination of the Client/Prospect and also user defined. |
| • | Interest, identifies the initial interest or current interest that has been expressed by the Client/prospect and also user defined. |