Prospect Board
Use the Prospect Board screen to add, edit and view prospective sales opportunities. Or, if you have purchased the JD Quote II feature, use it for JD Quote II purchase orders/quotes that are still in progress or have yet to be accepted () .
To open the Prospect Board screen, from anywhere in IntelliDealer, navigate to Product Support > Equipment > Prospect Board.
Prospect Board screen 
The sorting options on the Prospect Board screen are:
| Sort by | |
|---|---|
| Field | Description |
| Status | Sort the search results by status. |
| Date Added | Sort the search results by the date the prospect was added |
| Salesperson | Sort the search results by salesperson. |
| Date Modified | Sort the search results by the date they were last modified |
The search fields on the Prospect Board screen are:
| Field | Description |
|---|---|
| Select Status | Search for a prospect by selecting a status radio button |
| Select Source |
Search for a prospect by selecting the source of record; either Internal Entry, JDQuote, or All. When JDQuote is selected in this field, rather than displaying prospective customers, the Prospect Board lists any quotes that have been created but not yet accepted in the JD Quote II system. See About JD Quote II. |
| Select Salesperson | Search for a prospect by entering a salesperson |
| Select Selling | Search for a prospect by entering a selling unit |
| Select Trading |
Search for a prospect by entering a trading unit |
| Select Customer | Search for a prospect by entering a customer name |
The fields on the Prospect Board screen:
| Field | Description |
|---|---|
| Salesperson | The name of the salesperson associated with the prospect. |
| Customer/Status | The customer name and status of the sale/prospect. |
| Selling/Trading | The unit being sold to the customer and any units being traded in by the customer. |
| Added/Modified | The date the prospect was created, added or modified. |
| Source | The source that the prospect originates from. |
Comments added in the Comments field on the Prospect screen appear on a second line under the Customer/Status field.
Click the Need to create a new prospect? Click here to add link to add a prospect.
Click the John Deere Quote Upload link to upload a JD Quote II quote/ potential purchase order using the John Deere Quote Upload screen. The John Deere Quote Upload link only appears if your dealership has been licensed to use the JD Quote II interface and the Access JDQuote Upload switch is activated on the Authorization List for Product Support - Prospect Board screen. See About JD Quote II.
To edit an existing prospect, click a Salesperson name to open the Prospect screen.
Click a customer name in the Customer/Status field to open the Customer Profile screen.