J.S. Paluch Co.’s Secure Sales Site

View Prospects

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Prospects for Sales Rep

The prospects can be reviewed and worked on by clicking the Prospects > View Prospects option under the menu for the

Secure Sales Site. See the illustration below.

The prospects page will show the New, Active and Closed prospects, as well as Summary report for all prospects. By

default the “New” prospects are displayed on the grid as shown below. Additionally, the date fields will be pre-

populated by default with the first day of the current month and todays date as shown below.

To change the date range click on the date field, type in or select the date you want from the calendar and click the Find

button to show your selection.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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For a “New” prospect the status is always “Assigned”. To change the status of a newly entered prospect click on the

“Status” dropdown and make a selection. The status can also be changed using the same method for “Active”

prospects.

After you make a selection, the follow-up date will be highlighted and must be entered before saving it. Also, the alert

message Changes are not saved will be shown above the grid. Type in or select a date from the calendar, select the

checkbox “PSA” when requested and click on the Save button to save status changes as shown below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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Once you click the Save button to change the prospect’s status, the confirmation message will be shown above the grid

displaying the number of records updated as shown below.

Important: To change the prospect’s status use the Save button only. The function of the Update button will be described later.

Once the record is saved it will become active and it will be displayed under the “Active” type. To view this record, click

on “Active” and then press the Find button as shown below. Active account prospects are defined as prospects that

were updated at least once.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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You can search records on the three prospect types (New, Active and Closed) then narrow the results by Date, Email,

Phone, City and Zip. Click on the date dropdown and the list of options will be displayed as shown below.

Select an option, “City” for example, and enter the City name then press the Find button to see the search results. See

the illustration below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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Click on the reset button, the two opposing circular blue arrows , to reset the search options to the default setting as

shown below.

Closed prospect accounts have been completed with or without a sale. To close a prospect click on the Close link and a

screen will be displayed to close the prospect. See the illustration below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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When closing a prospect with a sale, you‘ll enter “Units” and “Rate” information and then select the option “Close with

Sales”. See the picture below. Comments are optional with the “Close with Sales” option. Once selected, press the

Save button to close and save the prospect.

To “Close without Sales” comments are required. Units and rate cannot be entered with this option. Enter the

comments and select the option “Close without Sales” and then press the Save button. See the illustration below.

Note: Press the “Cancel” button if you do not want to close the prospect as shown above.

Once the prospect is closed it will go under the “Closed” prospect type. Click “Closed” from the prospect type and press

the “Find” button to see the closed prospects. Records will be read only. See the illustration below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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You can set the page size on the grid by clicking on the “Page Size” dropdown as shown below. The page size is set to 25

records per page as default.

Click on the “Export” link to export to Excel the New, Active or Closed prospects. See the illustration below.

For example: Once it is exported you will see the active records for the City of Chicago as displayed below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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To run the Summary report click on the “Summary” option, select the date range and click the Find button. See the

illustration below.

The summary report runs by the date range only. Other options becomes unavailable (disabled). See the illustration

above.

Once you click the Find button, the report will display the numbers of New, Active, Closed with sales and Closed

without sales prospects along with the Total number of prospects you worked on and the percentage of the prospects’

statuses within period selected. Closed with sales row will display total amount of Sales (Units by Rate) for the period

selected. See the illustration below.

Also, the report will display the graphical representation of the percentage for the prospects’ statuses as shown above.

You can add/view notes for the prospect(s). These notes will be available for the Managers and the Sales Reps. To add

or view the notes click on the Note link in the grid. The form to enter notes will be shown. The name and the phone

number of the prospect selected will be displayed on the top of the form. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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If the prospect does not have any notes saved, you will see the screen showing message that no records were found for

the selected prospect. Click the New button to add the note. Click the Close button (red cross) on the top right corner

of the form to close it. See the picture above.

If the prospect has note(s) saved, you will see the note and the date when the note was added, as well as the name of

the user who added the note. If the prospect has multiple notes, the most recent note will be displayed first. You can

view other note by clicking on the Next or Previous buttons (buttons with the blue arrows) at the bottom of the form.

To add a new note click on the New button. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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When you click the New button, the form will show the text area, where you can enter the note. Click the Insert button

to save your note. Click the Cancel button to close the insert form and to go back to the previous screen. See the

picture below.

When you click the Insert button, the note you entered will be saved and you will see the confirmation message on the

top of the screen which will fade out in a few seconds. To close the form click the Close (red cross) button on the top

right corner of the form. See the picture below.

You can add prospects’ email address(s) on this screen. The editable empty Email fields are highlighted in yellow. You can only add new email address(s). Fields with saved emails are not editable. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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When you add prospect’s email address, click the Update button at the bottom of the page. This can be done to multiple rows at once. See the picture below.

The email address is not required. If you enter the email address in wrong format, you will see the Input Parameters

Error warning message and the field will be highlighted in orange. Also, the alert message Changes are not saved will be

shown above the grid. Click the Close (blue cross) button on the top right corner of the warning message to close it. See

the picture below. Correct the changes and click the Update button.

Once you click the Update button to update the email address(s) the confirmation message will be shown above the grid

displaying the number of records updated. See the picture below.

J.S. Paluch Co.’s Secure Sales Site

View Prospects

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Important: To update the email address use the Update button only. The Save button can be used only for changing prospect’s status.