Import Prospects- Available Fields

The fields listed below will import into the following areas in TAM:

• PROSP- Fields on the Prospect Detail screen
• PINFO- Fields on the prospect's Contact List
• CINFO- Fields on the prospect's Commercial Info List
• CLIENT- Fields on the Prospect Detail screen
• NOTE- Entries in the prospect's Note List

Bold type indicates that more than one of a particular field can be mapped (i.e. you can add up to 6 contact phone numbers, and you can add information for up to 6 prospect policies).

PROSP

• Agency
• Branch
• Prospect Full Name (30 characters)
• Prospect First Name
• Prospect Middle Initial
• Prospect Last Name
• Attention Field (30 characters)
• Street (30 characters)
• City (22 characters)
• State
• Zip
• Residence Phone (12 characters: ###-###-####)
• Business Phone (12 characters: ###-###-####)
• Fax Phone (12 characters: ###-###-####)
• Producer
• Note
• Occupation
• Heading
• Prospecting Code
• Operator ID
• Customer Service Rep
• Language
• Policy Type (1-6)
• Expiration Date of Policy (1-6)
• Premium Amount of Policy (1-6)
• Current Company of Policy (1-6)
• Producer of Policy (1-6)
• Status of Policy (1-6)
• Broker of Policy (1-6)
• Broker Code
• User-Defined Field (1-3)
• Date Entered
• Marketing Plan

PINFO

• Name of Client
• Company
• Street
• City
• State
• Zip Code
• Primary Phone
• Formal Heading
• Date of Birth
• Driver's License Number
• Date Issued
• License State
• Social Security Number
• Relationship to Prospect
• Marital Status
• Gender
• Student?
• At Home?
• Smoker?
• Driver Training?
• Class (1-8)
• Customer Service Rep
• Operator ID
• Job Title
• Informal Heading
• Description of Contact
• Primary Email
• Phone (1-6)
• Phone Extension (1-6)
• Email (1-3)

CINFO

• Reference Number
• Standard Industrial Code
• Description
• Number of Employees
• Sales Volume
• Own or Rent
• Square Footage of Building
• Construction Type of Building
• Name of Owner
• Name of Manager
• Person on Company to Contact
• Company's Broker
• Company's Lawyer
• Company's Accountant
• 1st Note Screen
• 2nd Note Screen

CLIENT

• Mobile phone 1
• Mobile phone 2
• Business phone extension 1
• Business phone 2
• Business phone extension 2
• Fax extension
• Email 1
• Email 2

NOTE

• Note