The Customers database contains your prospect and past customer information.
· Customers – general information, names, addresses, telephone numbers and status.
· Notes – general notes about the customer.
· Outlook Activities – When the Outlook interface module is enabled, the Activities screen shows all Outlook appointments and tasks from within Market Quest.
· Marketing – marketing and lead information, such as customer goals, desired interest rate, referral lead and referral source.
· Personal Info – demographic information, such as employment, marital status, income, debts, birthdays and anniversaries.
· Interests – indicates special interests, which can be used to send special interest letters.
· Custom – contains fields that you define to contain any information.
· Records List – Shows a list of customers on the left side of the screen. Double click on a person and Market Quest displays the record.
To select the Customers database, click
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