The Acquisition Management feature allows you to import prospects and search an external prospect table from the iMIS global name lookup. For example, if you obtain a list of names and addresses of prospective clients, you can import the data into iMIS and create a mass mail merge to solicit funds from the prospects. Once you locate a prospect record, you can convert the record to a customer record.
Note: You must be licensed for Acquisition Management.
10.6 Production Release. Updated 1/18/2006 11:51:55 AM
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