S
sprayandclean
Guest
I have set up a 'customer' that is myself, and use this customer for scheduling my calls/etc.
My question/ idea is how to schedule actual potential customers (prospects) for estimates... If a customer is set up, and has a schedule, then the customer becomes 'active'. Once 'active' they are obviously no longer 'prospective'... but how can I keep track of my truly prospective customers as prospective customers, and still use the software to schedule a call/estimate? Obviously my customer (myself) will work, but creates a calender thaat requires interpretation.. ie. all calls and estimates will be for 'me', and wont actually show the customer who needs the call/est.
After getting all of Janurary's and Feburary's customers 'in' the software, it is sure nice to know what my business did, the A/R, and have all in one place.
My question/ idea is how to schedule actual potential customers (prospects) for estimates... If a customer is set up, and has a schedule, then the customer becomes 'active'. Once 'active' they are obviously no longer 'prospective'... but how can I keep track of my truly prospective customers as prospective customers, and still use the software to schedule a call/estimate? Obviously my customer (myself) will work, but creates a calender thaat requires interpretation.. ie. all calls and estimates will be for 'me', and wont actually show the customer who needs the call/est.
After getting all of Janurary's and Feburary's customers 'in' the software, it is sure nice to know what my business did, the A/R, and have all in one place.