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| Tip |
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After creating a new client, this information can be modified on the Sales & Marketing screen. |
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Sales Lead Group
Field | Description |
|---|---|
Captured Date | Date the sales lead was captured. |
Captured Time | Time the sales lead was captured. |
Captured By/Operator | The salesperson who captured the sales lead. Click the Captured By/Operator popup button to select. |
Operator Notes | A free text area for notes regarding the sales lead. |
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| Tip |
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After creating a new client, this information can be modified on the Client Files and Jobs screen. |
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File Group
Field | Description | ||
|---|---|---|---|
Number | The number of the file. Internally generated number. This can be manually entered by clicking the Enter File Number button. | ||
Created | Date the file was created. The default is today's date. | ||
Physical File? | Is there a physical file associated with the file?
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Unit Development? | Is the job a unit development?
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Dwelling Count | The number of dwellings contained in the file. | ||
File Notes | A free text area for notes regarding the file. |
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| Tip |
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After creating a new client, this information can be modified on the Land Overview screen. |
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File Sale Type Group
Field | Description | ||
|---|---|---|---|
Sale Type | Sale type allocated to the client file. Click the Sale Type popup button to select.
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Select Land | Land selection option. If the sale type does not require enterprise land, then this option is not applicable, and the field is locked. If the sale type requires enterprise land, click the Select Land popup button to select. |
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