When you believe a prospect is likely to become a customer, you can put them on your sales forecast. This will help you track your prospects more effectively.

To add a person or view the forecast:

47.                           

1.  Go to the person’s Market Quest record.

2.  Select View / Forecast.

The forecast screen has the following features:

·      Est. Sale Date – Estimated sale date. Enter the date directly into the field or click the calendar to pick a date.

·      Probability – Select the probability for making the sale. The probability cannot be less than 50%.

·      Sale Value – Enter the value of the sale or loan amount.

·      Comments –Enter any comments regarding this forecasted sale.

·      Save – Saves the forecast information.

·      Remove – Removes the prospect from the forecast.