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Prospect Turn Overs

Prospect Turn Overs​

Purpose Prospect Turn Overs is designed to be a tool for Sales Management to re-assign prospects to a different Sales Person.

From the menu select, Sales Management, Maintenance, Turn Overs.​

  • List Name (required) – Enter a pre-defined Prospect List Name containing the list of Prospect IDs to update.
  • Salesman – Enter the sales person these leads should be re-assigned to. Click Process to re-assign and update the Salesman field. This will also automatically insert an Action Code of ‘TURNOV’ into the Follow Up information grid indicating this lead has been re-assigned to a new sales person. The comments field will indicate the sales person this lead was turned over from.