Sales Data subtab
In this tab, you can keep track of dates of quotes and projects the client has submitted, potential revenue, and people responsible for this client.
The first five fields can be filled manually, or they will be filled in automatically as you work with this client profile.
In the Dates Updates On, you can check when the last update took place and click the Update button to refresh this field.
In the Budget Code(s) field, you can set up budget codes for this client. Budget codes are provided by clients and used to help them keep track of their budget accounts. If you want to require entering those codes, select Obligatory when adding Quote/Project checkbox.
In the Potential Annual Revenue and Potential Annual Revenue Last Updated fields, you can set up this client's expected gross income per year and track its updates.
In the Sales Person Responsible, Project Manager Responsible, and Additional Person Responsible fields, you can enter the names of those who work with this client in your company. Click the Add all button to add all users of your Home Portal as additional responsible persons at once.
In the Sales Notes, you can add sale-specific notes about this client.
From the Lead Source dropdown list, you can choose the source from which this client found information about your services.