B
100007
SL2
P
New Suspect Leads
D
L
O
0100
)/`5J{9#7WC*D{T
100008
SL1
New Prospect Leads
1000
)/`5J{;)6*3UD{T
100009
MKT
Customer Welcome
)/`5J{;#(^4\D{T
100010
TQM
Lost Sale
0000
)/`5J{;!Z4_FD{T
100011
Lost Customer
0001
)/`5J{9)7XN3D{T
100012
PRY
Opportunity
)/`5J{<)]8]`D{T
100013
SL3
Future Sale
)/`5J{>)N][ZD{T
E
20
If sale, attach to Customer Welcome
HS
A
1
0
)/`5J{<$U`2{D{T
30
If qualified, attach to Prospect Leads
C
)/`5J{<)+24PD{T
40
If sale, remove from New Suspect Leads
)/`5J{;)02<HD{T
50
If qualified, remove from New Suspect
)/`5J{C#_7` D{T
60
If FAX/Address is Valid, go to 100
G
)/`5J{;(N]DED{T
)/{7;07$6I?XMPX
70
Call for Valid FAX/Address
SC1
F
Key4
)0E#=X\#MQ;AMPX
80
If FAX/Address not Valid, go to 60
*6-6;LI%9Q34MPX
100
S
Print FAX: Standard Info
MASTER
F( &+V;B$U( (Z%[
110
Print Letter: Standard Info
P*9U&^YD!T&$DMPX
)/`5J{>!O+((D{T
120
Print Letter: Will Call
P*9U&V$1%++JEMPX
)/`5J{9 HZR7D{T
130
Schedule follow-up to qualify
I
JON
10:4429
7
)/`5J{;+GUG[D{T
10
)/`5J{C%P5KYD{T
If forecast, attach to Opportunity
SS
)/`5J{E)C;L0D{T
If sale, remove from New Prospect
)/`5J{E)K^9*D{T
If forecast, remove from New Prospect
)/`5J{E#]4ZUD{T
Add Prospect to Group for Referral
M
)0+ &{Y&S4?WMPX
)0*`@PL(T%W;MPX
Print Report: Contact Line for Referral
R
( &+V;B5BME3`1T
)/`5J{<#I(+,D{T
Match Prospect Lead to Consultant
ST0
)0+ E:1&47M.MPX
Print FAX: You'v Been Referred
F*9P9C/(&,0?>MPX
)/`5J{<%M%$2D{T
140
Print Letter: Check on Referral
P*9P:.*O*3*?1MPX
)/`5J{E*@$$SD{T
160
Schedule follow-up for Referral
SC0
11:2129
3
)/`5J{>!XL*FD{T
If Address is valid, go to 110
)/`5J{>*&PN%D{T
*6->?@)&.56(MPX
If Address is not Valid, Call
11:34:22
*6->Y10&^9; MPX
Update Contact Type to Cust EU
CONTACT1->KEY1
*9OM X>)\V)FMPX
105
Check for Valid Address, go to 20
*6->_6.&]>N^MPX
Print Letter: Welcome New Customer
P*9U)@O!)^{]*MPX
Print Letter: Feedback/Status
P*9U&&= #>6 IMPX
)/`5J{>#`UG?D{T
Print Letter: Referral Request
P*9UZ/]:)[.HDMPX
)/`5J{>*HMC7D{T
Schedule Call for Reference
11:2427
)/`5J{@%&SE4D{T
Print Letter: Lost Sale
P*9U)0<R#K4C@MPX
)/`5J{<$_GN0D{T
Print Letter: How are things going
P*9U&B^Q(Y/>JMPX
)/`5J{@+.+A D{T
Print Letter: Sorry to lose you
P*9U%NE,$9E>(MPX
)/`5J{@ ;[>)D{T
Wait period, then check for activity
*9OM1[])=!(PMPX
*9ON<`]&@HKZMPX
If activity exists, attach to Prospect
HC
If activity exists, remove from Lost
*9OQO\-))!<@MPX
150
Print Letter: Reminder of services
)/`5J{@&-<_RD{T
)/`5J{A#;/.XD{T
If sale, remove from Opportunity
)/`5J{A&$%D>D{T
Print Letter: Sales Proposal
P*9U((+8$OXV2MPX
)/`5J{@(P6QTD{T
Verify forecast probability & date
11:2958
)/`5J{@*DWNVD{T
Check for uncleared follow-up call
SC
*9OJR.V$7\/?MPX
SLS
*9OJ5,F&TIXQMPX
Print Letter: Reminder to Buy
P*9U(HP-%7_UBMPX
)/`5J{A){#V>D{T
Schedule to Manager
09:40:39
Check for sale (won)
*9OK^+^#KO.*MPX
Check for sale (lost)
2
*9OK{<+(\E:WMPX
170
If sale won, remove from Opportunity
*9OR<D7&545VMPX
180
If sale lost, remove from Opportunity
*9ORBF*%R40BMPX
If forecast exists, attach to Opportunit
)/`5J{C%]/:!D{T
If Contact type is 'Lost' attach to Lost
)/`5J{C$P$/ED{T
If forecast exists, remove Future Sale
)/`5J{C)L_I1D{T
If Contact Type is 'Lost' remove Future
*9OOPL:&LVD`MPX
Print Letter: Request for Appt
P*9U))6K%NE6CMPX
)/`5J{A#TKKKD{T
Print FAX: Follow-up
P*9U(P$9%(CJ*MPX
*9OPJ_]$[R8;MPX
Print letter: Touch of the month #1
P*9U%HU+#DBB%MPX
)/`5J{A)!S2:D{T
E-mail Latest Press Quotes
P100001
)/`5J{A)I+<.D{T
Print Letter: Touch of the month #2
)/`5J{C(4X@=D{T
E-mail Case Study #1
*9ORTX4%W&]3MPX