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Quotes, Prospective Clients

You may enter prospective clients in either…

…or…

In either case the procedure is similar. In the example below the customer is first entered as a “Prospective Client” then moved to “Individual Clients”.

Enter the Prospect

Starting from the Durell “Main Menu”…

Start the Quote

Move Prospect into Client Address Set

At any time convenient to yourself after you have “taken-up” the quote (i.e. and therefore your prospect is now really a client) you should move the prospect record into the “Individual Clients” address set. To do so, starting from Durell’s “Main Menu”…