Prospecting

1. Start the Trakker App (Route Sales Trakker or Field Service Trakker)
2. Tap My Prospects
3. Add New
4. Fill out the form
   • All Yellow fields are required
   • Select prospect status, degree of interest
   • Address will save as the Service and Billing Address
   • When filling in an email address be sure to set it for Auto Quote if you want a quote to be emailed to them. Auto Invoice will set this email address as the one future invoices would go to as well
5. Tap Save (at the top)