A powerful new account and prospect tracking system , The Account Prospector is designed
for the system operator receiving incoming inquiries for new account information.
The system guides the natural flow of conversation, prompting the operator to close a sale.
The source of the call and quotation on products are recorded and filed in history.
Reasons for a sale not being completed will also be recorded.
After completing the presentation, the system automatically requests a credit application
for either the business or individual.
The system can then interface with a major credit service via modem
and perform automatic credit check on the applicant.
Each application is recorded in a print file for review, approval, or rejection.
If rejected, the prospect's information and reason for rejection is recorded
for the follow-up rejection letter - required by law.
If the prospect is approved, the system will automatically set up the account
in the master file, assign the account number, and initialize sales information
for invoice generation and new account report information.