Field Definitions: (For F3 - Prospect Maintenance)
|J/V Code #:
||The joint venture number.
|A/R Cust #:
||The Account Receiveable number for the prospect.
|Blk M F E:
||This is 3 separate fields that either have a Y or N. This tells you
whether or not you can send this prospect information via Mail, Fax or E-mail.
||There is a reason this is here, it can be used as another way for
you to group your prospects by the specific area they are in. However, you may use this
field for whatever you like.
||This is for the Standard Industrial Classification number. Once
again you do not need to use this field for the SIC, you may do what you like.
||This field is for the Selection Codes you assign this prospect.
||This is the Prospect Type field. This field tells you what the
prospect is, whether they are a Dealer or End User or another code you have given them.
Please see below for more information.
||The Sales Representative that entered the prospect and data.
|A/P Vend #:
||The Account Payable vendor number.
|UED Dlr #:
||The prospect's UED dealer number.
||The discount given to the prospect. (Only applies to dealers)
||The date the prospect was added to the system. This is generated
by the system automatically.
||The date the prospect was last modified, which is generated by the
Using the Prospect Type field allows you to group prospects together. The default letter used
when adding a prospect is E, which stands for End User. A D in this field represents a Dealer.
You may use any of the other 24 letters of the alphabet to mean whatever you want. For example, V
could mean vendors or T for truckers or R for riggers.
However, if you give a prospect a numeric prospect type, it will not show up unless asked for it.
This is done to keep personal (the people in the company, family or friends) separate from business.
To bring up a prospect with a numerical type, you need to enter the prospect type, followed by a
backslash and then the first letter of the name.
2 \ S
This will bring up any prospects with the type of 2 that begin with S.
You may also use this method for prospect types that are letters.
D \ H
This will bring up all dealers that begin with H.
In the TARGET system, it is possible to merge two prospects together. In the event that the same
prospect is entered twice with different spellings or two companies merge into one, you may choose
to eliminate one from the system, but keep their tracking details.
To Merge Tracking Data for Two Prospects:
- Enter the BACK OFFICE menu, select #15 Prospect Maintenance Menu
- Choose #12 Prospect Merge
- Type the name of the company you want to eliminate into the TAKE THIS PROSPECT field.
You only need to enter a portion of the prospect name. After you hit enter, the Prospect
Search screen will open and use the select option to choose the prospect you want and hit enter.
- As above, enter the name of the prospect that you want to keep in the AND MERGE
EVERYTHING INTO THIS PROSPECT field.
- Hit the F2 key to store and enter "Y" at the "OK to continue?" prompt.
Once you have merged two prospects together, you can delete the prospect you no longer want in
To Delete a Prospect from Prospect Maintenance:
- Select the prospect to be deleted in F3 PROSPECT MAINTENANCE
- From the menu at the bottom of the screen, choose D for Delete
- Choose "Y" when asked "OK to delete this prospect?"
NOTE: The system will not allow you to delete a prospect with tracking details. If you try,
a message will appear saying "Unable to delete. Open details."