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With the integration of email in TFS 13 and the introduction of SMS in TFS 12, it has never been so simple to ensure you stay in communication with your clients and contacts. This article highlights some of the ways you could be using TFS to ensure you are utilising TFS in the most effective way.
Click on the links below to jump to the relevant section;
Capturing a prospect
Setting a followup for the new prospect.
Convert the quote to an application.
Submit the application.
Capturing a Prospect
You receive a telephone call from a potential client and you create a quote using the Quick Calculator function.
when you click Save you are offered the option of creating a new Client/Prospect.
Enter some basic information about the prospect
Enter the prospects mobile and email address as this will allow you to communicate via SMS and email from TFS.
The quote is then allocated to the new prospect.
Email the Quote
Once you have created the quote you can email it to your new prospect direct from TFS using Smartlodge.
Click on Email Quote(s)
Select the quote and click Next.
Specify the report content and click Next
When you come to email recipients screen select the contact that you want to email and click on the To button
An email will then be created with the quote attached to it
You can then select a template by clicking on the 
button against Template. You will then see the available quote email templates.
(Note you create templates in TFS Administration.)
A comment will be made against the prospect
Setting a followup
To ensure that you don't let your prospect slip past use TFS to assist you. Add a comment to the newly created prospect and set it to create a follow-up;
Create a followup and link it to the quote
When the follow-up is due TFS will show a reminder with a link to the quote
When you click on the Select Quote button the prospect and quote will be loaded.
Converting the quote to an application
When the prospect is ready to move forward with the application go to the Client \ Quotes screen and select Convert
Click on Yes to convert the quote to an application.
You can then go an edit the goods record to put in the relevant information. If you record the vendor and the contact you will be able to email them from the system.
Submit the application