Create a Prospect in Address Book

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Create a Prospect in Address Book

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 a company name.

Field Name	Description
Type	Select Prospect
Company Name	Enter name of company
Display name	JobBag will create a display name which you can change
ABN	Use either:- - the ABN number provided by the look up service, or; - enter the ABN number provided by the prospect
Code	JobBag will pre-fill a default code. Please change this to suit your organisation's standards.
Address	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

Field Name	Description
Division	Select division from drop down list
Arena	If you have set up arenas, select from drop down list
Account Executive	Select a name from the drop down list
Account Director	Select name from drop down list
Is Active	Tick if prospect is active
Payment	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'
Terms	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
Job Types	Select job types applicable for the client. The benefit is less error when creating jobs for this client.