Return to Client & Contact Management
The Sales & Marketing screen allows for the capture of sales lead information for a prospective client.
Procedures
Creating A Sales Introduction Diary Appointment
Click the Current Appointment popup button. The Do You Want To Create a New Appointment? confirmation prompt will appear.
Click Yes to create a new appointment. The Diary Entry dialog will be displayed.
Enter the details.
Click OK. The appointment will be created. Details of the appointment can be viewed on the Client - Job Diary screen.