Jenesis Agency Management System makes managing your Prospects easy. You can easily enter prospects and track the marketing source they came from. We also have a Prospects by Source Report that lets you view the information quickly to know if you efforts are working for your business.
To track a Prospect and a Source
Step 1: Click Add Client
Step 2: Choose Prospect in the Status
Step 3: Select the Source in the Source field
To Pull the Prospects by Source Report
Step 1: From the Main Screen select Reports
Step 2: Choose Production
Step 3: Select the Marketing Tab
Step 4: Place a check mark by Prospects by source
Step 5: Select Preview
Remember you can drill down from this report. You can also print the report, Save to Images or Export any report in Jenesis.