Prospect Budgets

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Prospect Budgets

When you click on the [Prospect Budgets] button from the main Prospect tab, a screen similar to the following will be displayed. This screen allows the user to capture projected sales for the prospect monthly, and the project Gross Profit percentage. You can also use the spread function to spread the projected sales equally across the months shown. This budget information will be transferred to the new customer account if your prospect becomes a customer.

 

prospect_budget