Overview

SYSTEM PT is a menu driven prospecting program, offering versatility, power, and features not found on more expensive systems. Certain of these features have been written into the software to insure tools are available to increase profits. The software is designed to facilitate the tracking and management of floor tracking and prospecting data.

Prospect Entry and Update

This is the heart of the system. The name, city, salesperson, phone numbers, and other vital information are recorded here.

Credit History and Credit Check

Salesperson Prospect Review

Use this program to review the active prospects for a particular salesperson. The screen allows quick and easy access of prospects without the repeated need to search for the prospects.

Reports

The Daily Work Plan, The Manager's Work Plan Recap and The Summary or Sales Performance are printed here.

Advertising Codes

This program is used to enter new advertising codes or to update existing advertising codes. Advertising codes are attached to each prospect as a means of tracking advertising effectiveness.

Rebates and Programs

Rebates and dealer cash are recorded in this screen. The dollar amount, programs ID, descriptions, effective date and expiration date are recorded.

Mail Merge Files

Select this program to allow the exporting of the data from System PT to another software program such as Microsoft Mail Merge.