Prospect Form Details Tab

Action: PROSPECT

This tab contains demographic information about the prospect.

The form will show both the bride and groom for Wedding type events. Otherwise, it only shows one contact.

Bride contact information...The prospect information will be more useful if it is complete. By filling in the primary phone number you will be able to use the Add Wizard when creating customer, events, and other prospects.

Contact phone numbers. (Primary, Alternate, Work, Fax, pager)... The primary number is usually their mobile phone number. The primary number is utilized by ProfitSystem to compare when adding new customer entries to help prevent duplicate customer entries.

SMS Alerts?...If a mobile phone carrier is selected, ProfitSystem will be able to send SMS messages to this prospect. SMS messages will be sent to their primary phone number via an email procedure. eMailing SMS is Free to the store and replies from the prospect's phone are returned as a email to the store. There are no mobile carrier restrictions on SMS via email as there are on using a mobile phone number to send SMS.

With ProfitSystem version 12 and newer, the shop can bypass acquiring the mobile carrier to send SMS. Please review the SMS FAQ for more information.

Receive 3rd party info?...Check this box if the customer agrees to receive email/postal mail from your business partners. You can query on this field to show prospects whose names you can share with your vendors, and other partners.

Groom contact information...This information is optional. You may want to enter it if you cross-sell formalwear or groom items.

Note: When BBL Tuxedo Production TPS or BBL Tuxedo POS TPOS optional modules are activated the default automatic event name will be Groom's last name/Bride's last name unless a system setting is modified. A system setting controls whether the Groom's last name or the Bride's Last name goes first in the Event name.

Housekeeping->General Setup->System Store Setup->Rental Tab - 'Put bride first on Event/Prospect' controls the sequence. ​ Un-sub from marketing...Stops the prospect from receiving bulk emails sent via the Marketing form. The prospect will still receive all other emails from the ProfitSystem including manual emails and Automation emails. ​ Individual?...Is this an individual buyer who is not part of an event?

Prospect source...The prospect source codes are created by the shop in ProfitSystem, see Customer Source form. This source code represents an activity (advertising) (i.e., yellow pages, word of mouth, WebRequest etc.) that caused the prospect to visit your shop. By using this code, you will be able to generate analysis reports that will provide information indicating your most powerful form of advertising.

WEBREQUEST is a source code used by the BBL marketing module when inserting web form prospects into the prospect. This code should appear in your source file so you may report on those prospect entries created by the marketing web forms. If it does not please go to that form and add it. Found in Housekeeping-> General Setup-> Customer Source. This code is automatically assigned to any prospect entered from a Web Form.​ Prospect type...The

prospect type codes are created by the shop in ProfitSystem, see Customer Type form. They codes are helpful in determining the kind or prospect this person is. Did they contact you for wedding dresses, tuxedo rentals, MOBs or bridesmaid's dresses? Once a Type is assigned marketing outreach my be created for a specific customer/prospect assigned.

This type code represents a grouping of prospects. By using this code,you will be able to generate analysis reports that will provide information indicating the breakdown of prospects into the TYPEs you've defined.

Notes button...You can enter any notes you would like about the prospect. These will print on the worksheet. If they are interested in certain styles, use the Interests on the Interests/History tab. If you have action items, or to-do items for this prospect, use the Action list on the Interests/History tab. If you create an event for any prospect the notes will be copied from the prospect into the event notes. Notes only may be printed by clicking the Notes button and then clicking the Print button. The Notes printout will include the prospect name and store location (store that entered the prospect) and the current store address.

Sales associate...The SA ID of the sales associate who helped this prospect.

Email address...The email address for the prospect. You can send an email by double-clicking on the email address when the optional email feature is activated. If nothing happens when you double-click on the email address you need to configure Windows with for default email client in Housekeeping->General Setup->System/Store Setup->Integration tab. Consult your Internet Service Provider (ISP) for email setup information.

Link to Event section ​ A prospect can be associated with an existing event prior to becoming a customer. This way, when the prospect becomes a customer, they are automatically inserted as a member in the event linked. This is done primarily for prom prospects. To utilize this feature, first, an event should be created for each high school prom in the area. Then, when the prom prospect visits the store a prospect record is created and the correct high school prom event is selected. The event name, type & date are auto populated from the linked event. The event lookup will only show SCHOOL type events.

At this point, they are still a prospect. When the prospect decides to buy, locate the prospect and use the Create Event button. Instead of creating an event and making the prospect the bride, it will make the prospect a customer and add them as a member to the event.

When an Linked to Event is not used, the remaining Event fields may optionally be completed. The event details can be entered on the prospect prior to the event being created. When the details are manually entered on the prospect form, the event details from the prospect are used to create the event when the Create Event button on the Prospect is used.

Link to event...An existing School type event that this prospect should be linked to when the become a customer. Pre-Linking prospects to event is used for Prom girls that registered when shopping for gowns. When/if they purchase the store consultant should revisit this form and click the Create Event button and Choose Yes to Link Prospect to existing event prompt. The prospect will be added to the Event as a member and assigned the Prom role.

Event date...If the prospect is being linked to an existing event, this is the event date for that event. If they are not linking to an existing event, then this will become the event date.

Event time...If the prospect is being linked to an existing event, this is the event time for that event. If they are not linking to an existing event, then this will become the event time.

Event name...If the prospect is being linked to an existing event, this is the event name for that event. If they are not linking to an existing event, then this will become the event name.

Event type...If the prospect is being linked to an existing event, this is the event type for that event. If they are not linking to an existing event, then this will become the event type.