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The heart of RV Sales Pro is the Contacts screen. This is where you can see the most important information about your client at a glance.

As you can see, the tabbed interface allows you to have quick access to a wealth of information about each of your contacts. Each contact may be associated with one or more organizations, and you can decide to see any of those organizations’ addresses or numbers in addition to the contact’s personal addresses, phone numbers, e-mail addresses, web sites, etc., all no more than a click away. You can have an unlimited quantity of numbers and addresses for any contact.

The Recent Events tab shows all scheduled events associated with a particular contact. You can quickly jump to the Events screen to add an event for your contact with one click.

The Customer Info tab lets you record information about what your customers want, their price range, and whether they have a trade-in. You can flag any record (the six categories are editable) and record comments. You can even easily insert a photo of your customers!

The Correspondence tab allows you to record every “touch” for a contact. When you make a new entry, it is automatically date- and time-stamped. You can choose a category (phone conversation, e-mail sent, drop in, promise, turnover, etc.) and record any comments you wish. You can even link documents created outside RV Sales Pro (e.g., in Microsoft Word).

The Report button creates a report of all the contacts in a found set. It shows what they are looking for, their phone numbers, and any flag comments. It also works with the Past Week button, which pulls up a list of all contacts who have had any correspondence entries during the past week.

The Letter button takes you to a layout where you can write a letter to a contact, with the contact’s name and address and your own company’s logo and address already filled in. When you print the letter, the body of the letter is automatically entered as a correspondence entry.

The e-mail button works similarly, bringing in the contact’s e-mail address and allowing you to add cc & bcc addresses, a subject line, and your message. It uses your default e-mail program to send the e-mail, and then enters the e-mail information as a correspondence entry.

The Post Cards button allows you to send personalized post cards to your customers, printing them to pre-perforated sheets (four postcards to a sheet). You can either create four different messages to one contact or one message to the found set of contacts.

The Labels button prints mailing labels for the found set on sheets of 1” by 4” labels. You have the opportunity to choose which address you use for each customer.

The Sales tab lets you record every sale made to a contact, including the sale price and trade-in. It also allows you to compute your commission. The Sales Report button prints a report of your your recent sales.

The Credit Card tab lets you record the contact’s credit card information. You can drag and drop data from the Address tab, above.

You can keep track of all the organizations a contact belongs to in the Organizations tab. It also provides quick access to each organization’s main phone and fax numbers, as well as its address and web site.

OrganizationsRV_Sales_Pro%3A_Organizations.html
Contacts
Home ScreenRV_Sales_Pro%3A_Home_Screen.html
EventsRV_Sales_Pro%3A_Events.html
PreferencesRV_Sales_Pro%3A_Preferences.html
FeaturesRV_Sales_Pro%3A_Features.html

The Payment Calculator lets you quickly give your customer an idea of what the monthly payments will be like, taking into consideration different down payments, interest rates, and terms.

At the Other tab, you have five fields you may use as you wish. You can change the labels to be anything you want by going to the RV Sales Pro Preferences.

OrganizationsRV_Sales_Pro%3A_Organizations.html
Contacts
Home ScreenRV_Sales_Pro%3A_Home_Screen.html
EventsRV_Sales_Pro%3A_Events.html
PreferencesRV_Sales_Pro%3A_Preferences.html
FeaturesRV_Sales_Pro%3A_Features.html