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Click on the thumb print to view the page in full |
General Page
This page records all the basic details of a contact and
his relationship with you. |
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Comments Page
This page allows you to view and add a dairy of events for
a client. Comments can be added manually or at the time of sending a
client a letter or email. |
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Brokerage Wants
Records a clients requirements for a used boat. These are
used to cross match against the yacht records. |
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New Boats
Records a clients requirements for a New boat, His current
vessel and also a sales progress chart. |
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Brokerage Activities
When a match has been made between a client and a yacht an
activity record can be recorded this page shows a list of the activities
for the current client. |
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Brokerage Sales
History
After a boat has been sold Yachtbroker records the details
of the sale and links this to the buyer. This page shows the details. |
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Private Notes
This is a large note pad where you can write personal notes
about the client. |
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