Creating a New PID

HOW TO:

1. Open PROSPECTS (file menu)
2. Click “New” Button – located beneath Prospect Details information
3. Type in guests’ phone number to check for duplicate entries
4. If no matching records found, click ‘Insert New’ and fill out pertinent contact details
   1. In the general tab—must include address, phone number, and email
   2. In the demographics tab—should include marital status, spouses name, and income amount
   3. Indicate Home Owner (HO) or Renter (RE) using the “preferred language” field
5. Click “SAVE”