Help CenterSummary: The Prospective Client feature allows you to identify new or potential clients, report on them by name or creation date, and use that list for targeted outreach through Mass Text & Marketing. By marking a client as prospective when the record is created, you can easily track and communicate with prospects before converting them into active clients.
NOTE: When adding a new client, a Record Created Date will be added. This is the date the Prospective feature will use.
Reports and Marketing are done by location.
Adding a Prospective client
Click on the Plus sign on the Client Explorer.
Click on Add, New Client in the menu.
When adding a new client, click on the Edit button.
Scroll down and check the Prospective Client button.
Printing the report
Click on Reports, Lists Prospect List. You can sort by Last Name or Date Created (the date the client was added to the database).
Marketing
You can target these prospective clients specifically with the Mass Text & Marketing feature.
Contact Sales if you’d like to get this feature. Sales@SoftwareConnectionLLC.com or 1-888-486-4343 option 2.
Click on Messaging, Mass Text & Marketing.
Click on Created/Send Mass SMS.
Create your message.
Scroll down and choose the option Clients marked as Prospects.
You will be able to review the list of prospective clients before sending the message.
Click to Preview and Send the message.
Click to Send the message.
Key Points
· Mark new or potential clients as Prospective Client from the client record.
· Use the Prospect List report to view and sort prospective clients by last name or date created.
· Target prospects directly with Mass Text & Marketing when outreach is needed.
· Review the selected prospective client list before previewing and sending a message.