How do you enter a Prospect

Frequently Asked Questions

Recording an At Need Contact and Sale

Since MarketService 2000 is a contact manager and follow-up system, there is some confusion as to the proper way to enter this type of record.

Enter the deceased into the system. Record the sale in the name of the deceased so the services will be identified as his/hers. Identify the Lead Origin of the Contact Record as At Need and the Contact Type as Deceased. Leave the Event Field blank so that nothing prints and the record remains as a file with no marketing path assigned. Select Do Not Contact in the Contact Restrictions Field so that the record can be compared with the Do Not Call Registry and scrubbed against future mailings. There is nothing worse than mailing or attempting to call someone for whom you have provided a service.

The next record created would be for the person who is there helping with the arrangements. This may be the next of kin, other family member, guardian, or friend. Record their name into the system and identify them as a Prospect (providing they do not own), and Lead Origin as At Need Referral. Cross reference their name on the Referral Module in the Referred By Field. That will link the records together. Place the Contact Record on a respective marketing path such as Sympathy Letter or Memorial Letter.


Recording a Walk-In Pre-Need Contact and Sale

Enter the Prospect into the system. Identify the Lead Origin of the Contact Record as Walk-In Pre-Need. Indicate Contact Type as Fully Arranged Client if they have everything you provide, otherwise they are classified as Partially Arranged Client. Record the sale in the name of the Prospect so the services will be identified as his/hers. Place Thank You for Purchasing Pre-Need Services #51 in the Event Field.

If the Prospect is purchasing for someone else, enter the Purchaser as a Prospect to be on a Marketing path with a Thank You for Purchasing Letter. The person that he/she is purchasing for should be entered in a separate record. The sale should be indicated in this record and classified as a Fully Arranged Client or Partially Arranged. Use the Referral Module to tie the two records together.

If you obtain any names/referrals from the Purchaser, enter them into the system with Contact Type as Prospect and Lead Origin as Pre-Need Referral. Cross reference their name in the Referral Module in the Referred By Field. That will link the records together. Place the Prospect Contact Record on a respective marketing path.