When a client either visits or calls and expresses an interest in a vehicle, you can enter the data in this module, so that you can later put deals together.

Clients and Prospects can be tracked by this module. If you enter a prospect in this screen, you can use this information when you are ready to do a deal. Information only needs to be entered once in Sales Manager.

The Clients Tab displays a grid that shows all the prospects and the vehicles that they either have to trade in or are looking for or both. These columns can be sorted (as all modules with this type of scrren can) by clicking on the column header that you want to sort by.

The Details tab shows all the information about the client and any notes that you may want to keep about the prospect.

The Sales Rep listed come from your established sales reps (File->Open->Salesman from the menu will show you the screen that you can eneter salesman.)

The Status and Group fields are custom. You pick your type of Codes that you want to use. i.e. You can enter a 1 in status , that could mean that this is a "Buyer" , if you enter a 10, that could mean this person is a "Tire Kicker". The same format could work on group. We cannot establish codes for you to use in this section because it varies from dealership to dealership and also because you may want these codes and groups to be private information.

The Vehicles tab is the preferred method of selecting the vehicles and payments that appear on the Clients and Details tabs. The STK# drop down presents you with a list of all the vehicles in your inventory. If you select one from the list it fills in the fields below with that information. The desired payment amount field and the price field can be overwritten with your clients numbers.

You can click on the Print button, you will get a prospect report, Right Clicking on the Button (as in all the modules in this program) will bring up the report editor, where you can change the report format to match what you want it to look like.

The Info button will print an Prospect report for just this Client.