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Prospect Letter Parameters

Prospect Letter Parameters​

Purpose – The Prospect letter parameters enable the user to select certain options/criteria for which to print prospect letters for.

From the menu select, Sales Management, Printing, Prospect Letters.​

General Tab

  • Date Type – Select from the dropdown listing either Initial, Contact, Follow Up or Closing.
  • Initial
  • Contact
  • Follow Up
  • Closing
  • Starting Days After Date – Used in the date range when selecting the Prospects to print letters for, based on the Date Type specified. Will add this number of days to the date range selection criteria.
  • Ending Days After Date - Used in the date range when selecting the Prospects to print letters for, based on the Date Type specified. Will add this number of days to the date range selection criteria.
  • Action Code – This is the Action Code that will automatically get entered in the follow up history grid in Prospect Maintenance when a letter is printed or an email is generated. If this is left blank, it will use the Action Code defined in the Prospect Parameters.
  • SAVE-LIST Name - The Prospect Ids whom letters are generated for are saved into this list name.
  • Letter File Path – This is the path/location of the Prospect Letter. This location should be on the server where it can be accessed by employees.
  • Report Gen Id – Enter a Report Generator Id to select Prospects for which you want to print out letters..

Send Options

Select from the options below, how you want to send out the Prospect Letters. Only one option can be selected at a time.

  • Letter only
  • Email only
  • Both
  • Envelope
  • Email Subject – Enter in the Email subject if the Email option is selected.
  • Email Body – Enter in the Email Body if the Email option is selected. The body would contain notes/information along with the prospect letter attachment.

Specific Tab

The options in the Specifics form allow the user to select prospects based a specific criteria. If the Id is not known, you can press the F6 key or click on List F6 from the Command Panel. The options include:

  • Source Code – Enter a Source Code(s) to print prospect letters for.
  • Salesman – Enter a Salesman or multiple Salesmen to print prospect letters for.
  • Warranty Code – Select a Warranty Code or multiple codes to print prospect letters for.
  • Model of Purchased Boat – Select a boat model to print prospect letters for.
  • Forecast Code – Select a forecast code(s) to print prospect letters for.
  • Category Code –Select a Category Code to print prospect letters for.
  • Financial Institution – Select a Financial Institution to print prospect letters for.
  • Location Code – Select a Location Code to print prospect letters for.
  • Manufacturer of Preferred Boat – Select a Preferred Boat manufacturer to print prospect letters for.
  • Manufacturer of Purchased Boat – Select a Purchased Boat Manufacturer to print prospect letters for.