Add Wizard Creating New Prospects Customers Events

Action: none

Once the Add button is clicked The Search form will appear and prompt a customer's primary phone number (usually the cell) or email address.

We use the phone number or email to check to see if the contact is already on file as a prospect, customer, or already has an event. This way, you won't accidentally create two prospect cards, customer cards, or weddings for the same person.

Enter the phone number or email address and press Enter, or click Search. ProfitSystem will then list all of the matches for prospects, customers, and existing events. You can select a match and then click on one of the four buttons at the bottom of the Search form.

Hint: You must select a person in the Grid for the buttons to become active (available to use) when a phone number match is found.

Buttons

Go to Event/Customer/Prospect...This button will display the event, customer, or prospect card for the selected match. You would use this to see the details of the match to verify that you've found the correct person.

Create Event for this Customer/Prospect...This button will create a new event, using the details of the selected match (either a customer or prospect.) You will then be taken to the members tab of the Event form to enter the event details.

Create A New Event/Customer/Prospect...This button will create a new event, customer, or prospect, depending on which form you were on when you pressed the Add button. You will be filling in all the details from scratch.

Once the appropriate button is chosen the data entry form will appear with the phone number entered.

When adding customers to the Customer Details Tab, the operator may swipe the Drivers License via a card swipe for the following states: Arkansas (AR), Mississippi (MS), Louisiana (LA) & Florida (FL). which will auto insert the customer's address information.