Overview
The General tab in the Card detail window contains general information about the card.
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Field | Description |
|---|---|
| Prospect Status | Prospect Status (New, Qualified, Disqualified etc.) options shown below in image.
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| Prospect Rating | |
| Prospect Source | Property for 'Prospect Source' being (website, tradeshowtrade-show, webinar etc.) options shown below in image. A system type will be deployed with a standard set of options. Authorised users can add additional prospect sources
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| Disqualification Reason | |
| Landing Page URL | The property 'Landing page name' is a web page link (for leads that come from company websites). Clicking on the field should cause the web page to display (hyper-link) |
| Industry | Mandatory field if card is a customer or prospect. Displays a warning if you save a customer or prospect without a industry.
|
| Number of Staff | |
| Last Contact | The date and time of the last contact with this card. |
| Next Contact | The date and time when the next contact with this card is scheduled. |
| Sales Budget |
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Field | Description |
|---|---|
Payee Name | This is the bank account name. This may be different from the card name or contact name. |
BSB | This is the BSB (Bank-State-Branch) Numbers. Readysell automatically formats the BSB as you enter it. |
Account Number | This is the bank account number. |
Customer Primary Account | This checkbox indicates whether this is a customer's primary bank account and needs to be on for at least one of the bank accounts. |
Supplier Primary Account | This checkbox indicates whether this is a supplier's primary account |
Categories tab
The Categories tab on the General tab of the Card Detail window contains category information for the current card. Categories allow a single card to have multiple salespeople assigned to it, each person covering a different category of product
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