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Create a Prospect in Address Book
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A client is a prospect until they accept an estimate and a job becomes "live". This process allows time to be recorded on a job. If a pitch is unsuccessful. the prospect becomes an inactive prospect and the job is cancelled. If the pitch is successful you either write off the time or it becomes billable and the prospect is marked as a client.
Complete Prospect Header Record
1 Navigate to JobBag > Address book
2 Click on in the following screen
Step 3 Complete the following header screen
Classify a prospect as a Business or Individual. Select either option and also select Prospect.
If prospect is a business, you have to enter company name.
Enter name of company
|Display name||JobBag will create a display name which you can change|
- the ABN number provided by the look up service, or;
- enter the ABN number provided by the prospect
JobBag will pre-fill a default code. Please change this to suit your organisation's standards.
Complete the address info
|Registered for GST||Tick if prospect is registered for GST|
Complete Prospect Details section
Complete if any information is relevant.
The Default account in this section is not relevant for clients or prospects. It is for selecting the default bank account from which a supplier payment is processed.
Complete Prospect Section
|Division||Select division from drop down list|
If you have set up arenas, select from drop down list
Select a name from the drop down list
|Account Director||Select name from drop down list|
|Is Active||Tick if prospect is active|
Enter number of days due from either date of invoice or end of invoice month
|Job prefix||JobBag will recommend a job prefix based configuration|
|Service Fee||Enter a % if service fee is applicable|
|Credit Limit||Enter amount if applicable|
|Payment||enter days eg 30 days and select either 'date of invoice' or 'end of invoice month'|
This is automatically filled in when the above two fields are selected
|Email quotes to||Select from drop down list|
Email invoices to
Select from drop down list
|Email statements to||Select from drop down list|
|Allowed kinds||This usually applies to suppliers|
Select job types applicable for the client. The benefit is less error when creating jobs for this client.
Create Contact for Prospect
You can create a contact for the prospect now or later when you are creating a job.