Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This tool can be used to add a new company location such as a customer, vendor, install location, etc. The "Prospecting" tool is designed to make the entering of new company locations into the e-manage database easier and more accurate by using data from Google! 

...

  1. On the left side toolbar

...

  1. , select New → Prospect to reveal the Prospecting pop-out panel.

...

  1. Image Added

  2. Type in the name of the company you are looking for in the "Search For" field.  Enter

...

  1. the city and/or state in the "Location" field and select "Get Results."

...


...

  1. Image Added

  2. Find the result you are looking for and click the "New Company" button.

...

  1. Image Added

**There may be cases where If nothing shows up in the Prospecting Tool. If this is the case , you can go to Main Tool Menu New -> New Company and proceed to Step 2 in the next section. **

...