Contact Information

The Contact tab is used to record basic contact information about customers and prospects.  Note that the Zip code field comes before the city and state because a zipcode search table autofills the city and state.  In instances where zipcodes encompass more than one city (53213 includes both Milwaukee and Wauwatosa, for example) a dialog box appears, prompting the user to select the appropriate city.

To navigate to the contact's web site, simply press the Go button to the right of their web site address.

To send the contact a quick email, simply press the Send button to the right of their email address.  Your email client will launch, prefilling the email address into the To: field.

Project Information

Numerous dropdowns allow users to select predefined values to specify industry, project type, lead stage, lead source, and person responsible for identifying the lead.  These values can then be used as criteria for reports, mailing labels, etc.

Notes

Notes can be sorted by clicking on the column headers (Timestamp, User or Note contents) on the main notes tab.  Double-clicking a line item will cause the entire note to be displayed in a separate window. This window is also used to add new notes.  As soon as a new note is saved, it is automatically timestamped and the currently-logged-in username associated with the note.  After notes have been saved, they can't be edited (at least in the current version.  This is by design, although we could add editing capability if desired).

Attachments

Use this tab to drag and drop files you wish to associate with this contact.  For example, drag and drop emails, PDF copies of proposals, or TIF images of the prospect's logo.

To view the attachment, simply double-click the line item.

Search

The search tab allows users to quickly scroll through a list of prospects.  Color coding is based on the lead stage-dark green for closed sales, red for dead leads, white for new prospects, etc.

Clicking on any of the column headers will cause the list to be sorted in that order.  Then, after clicking a column heading, you can navigate to a specific record by typing the first few letters of the value you're seeking.  For example, if you click on the Phone # column, then type 262, all phone numbers in the 262 area code will appear.

Reports

Currently Contact Manager offers three reports:  a single contact synopsis report, and a contact list. 

Contact Summary Report

To print a contact summary for a single contact, press the Print button on the main contact manager form.  The following report will preview onscreen.  You can then choose to send the report to a printer, or simply close the preview window.

Contact List

The second report is a list of multiple contacts.  This can be generated by choosing File ... Print ... Reports ... Contact Summary from the main menu.  When you select this option, the following dialog appears which allows you to specify criteria:

Once you've selected the appropriate criteria and press OK, records meeting the criteria will appear on the following report layout:

Sales Cycle Days to Close Report

One benchmark that businesses use to determine the effectiveness of their sales efforts is the measurement of how much time elapses between the first contact with a prospect, and the date when that prospect becomes a paying customer.  This report prompts for a date range, and allows you to compare your company's sales performance efforts over different periods of time.

To download a fully-functional demo (only the number of contacts is limited), please click here. 

Note:  This file is approximately 9 megabytes in size, so a broadband connection is highly recommended.

Save the setup.exe file to a folder on your PC, then launch setup.exe to install.