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Prospect Form Interests History

Action: PROSPECT

This tab contains the retail or rental (rental if the optional Tuxedo POS module is installed) styles that the prospect was interested in, as well as any to-do or action items for sales associates to perform. The interests and the actions print on the Prospect Worksheet.

Interest Section

The interests' section is where the styles, sizes & colors the prospect was interested in are recorded. Each time a style is entered the system automatically increments the activity count on the style in retail inventory, Retail Inventory form. Activity is a great way to see the interest in each style. ​

Fields

Retail style...The store style number of the item they were interested in.

Rental style...The rental style number of the item they were interested in. Only available if you have WinTPS.

Sales associate...The SA who showed them the item. Each style added may have a different SA.

Style list Grid...This list shows all the styles they were interested in, the sales associate who showed it to them, and the date the styles were entered.

Delete item button...Select an interest from the list and click this button to delete it from the list. The item is not actually removed from the list, but is marked with an asterisk. This is done so if the prospect later decides she does not like the item, it will still show that she did like it at one time.

TO-DO Section

The TO-dos section is where you see/review current or completed TO-DOs for the prospect. TO-DOs are actions/tasks that must be performed for the prospect, as well as a record of past completed actions.

When an email is sent to a prospect, a completed to-do is automatically created that documents exactly what was sent, and when. The to-do will contain links to view the actual content of the email sent, along with any attachment. ​ Show Competed? (checkbox)... Checked only completed TO-DOs will appear within the grid. For all eMails or SMS outreach sent from ProfitSystem will log / record those pieces that were sent. Check the 'Show Completed' To Do checkbox, then click the Description column of the To Do. It will show the SMS content within the Results block of the To do. eMails subject will appear in the Results section, but a 'View eMail Sent' link will appear, which when clicked by the user will display the email content sent.

Called Button... Creates a completed TO-DO with the action description set to Called with current date/time. User should enter additional description of call result.

eMailed Button... Creates a completed TO-DO with the action description set to eMailed with current date/time. User should enter additional description of email details.

SMS Button... Creates a completed TO-DO with the action description set to SMS with current date/time. User should enter additional description of SMS.

Add TO-DO button... Add a new TO-DO for the prospect.

Existing TO-DOs within the grid may be double-clicked to display details of the task. New information may be appended, the TO-DO reassigned or marked completed. ​ Checking the box next to an existing TO-DO displayed within the grid under the Done grid column will mark the TO-DO completed. ​ See the To-Do topic for additional information concerning TO-DOs.

MailChimp Groom...Opens the MailChimp dashboard to the page with the email campaign statistics for the groom. When the groom is used in a campaign, the MailChimp ID is stored to the prospect record for the groom. The button is available if the groom was used in a MailChimp campaign at some point.
​ MailChimp Bride...Opens the MailChimp dashboard to the page with the email campaign statistics for the bride.