Net-EopMod #38 Alternate Prospect Status Levels
Contents
Modification #38 changes the names displayed for each status for Prospects.
Normal Name |
Mod #38 Name |
Meaning |
Active |
New |
Prospect has been created in the system. |
Quote Sent |
Qualifying |
Quote or proposal has been sent. |
Pending |
Accounting |
Salesperson or manager has set prospect as “Ready to Convert” to a customer. |
In Process |
Pending |
Customer number has been assigned, awaiting import into entrée. |
Converted |
Converted |
Prospect has been converted into a customer. |
•New related features for Prospects and Status Levels in Electronic Order Pad (EOP) and entrée.NET.
1. The new Quote Sent status level for Prospects indicates when a proposal or quote has been sent to the prospect.
2. Previously there was a simple check box on the prospect to set when they were Ready to Convert to a customer. This has been replaced with a drop down menu representing New, Quote Sent, and Ready to Convert.
3. In entrée.NET a Status filter has been added to the Prospect Listing Report .