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Thread: Can Pastel Partner - Capture Sales Lead Information

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    Question Can Pastel Partner - Capture Sales Lead Information

    Good Morning All,

    Hope you're having a great start to the week.

    Had a question I;m new to Pastel Partner but providing Administration to my company. I;ve been tasked with finding a way to capture Sales Lead information ideally at time of entry when doing quote/ invoice.

    Does any bright mind have an idea of how I can accomplish this function, ideally in paste partner? so far the alternative is to manually add an excel sheet for the branches to complete to their already long list of daily cumbersome tasks which again is really efficient as they may forget so data wouldn't be accurate as one would like.

    Many Thanks for any ideas here, as I'm lost.

    Marco

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    Sorry meant really -inefficient doing it manually in excel.

    So ideally one would ask the customer where did you find us on google, magazine ad, word of mouth etc.. does Pastel Partner have a way of capturing this, is it possible?

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    Platinum Member Neville Bailey's Avatar
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    Hi Marco,

    By no stretch of the imagination is Partner a CRM system - it is an accounting system first and foremost.

    However, there is a Notes utility in Partner which you can use to capture any additional information in free form. You will find a Notes tab when you open the masterfile record of any customer (Edit...Customers...Accounts).
    Neville Bailey - Pastel Accounting Consultant and Photographer
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    Thank you for the suggestion sir!

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    Hi Neville,

    Is it possible to edit the notes Category <adding a field>, to add/ create a category like <Sales Lead> for example.. It will help when filtering to view notes reports when getting only specific leads information. is it possible? Thanks once again Neville.

    Click image for larger version. 

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