Plumbing Sales Lead/Prospect Tracking Template | Equipment Database

Plumbing Plumbing Sales Lead/Prospect Tracking Database/Template System

The Microsoft Access Plumbing Sales Lead/Prospect Tracking Database is a full-featured system built all in Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code that allows you to record and track plumbing sales lead/prospects. Based upon some of the concepts of the Microsoft Outlook Calendar modules, this database template has the advantage of being fully 100% Microsoft Access based. This allows for tight integration into your existing Access Database. The Plumbing Sales Lead/Prospect Tracking Database offers a daily, weekly, bi-weekly, and monthly view of lead/prospect interactions, as well as a form for creating and maintaining a plumbing sales lead/prospect event. The Plumbing Sales Lead/Prospect Tracking Database also includes pre-built daily, weekly, bi-weekly, and monthly reports.

Please note that this is a template database. If it does not meet your needs 100%, and you are unable to customize it yourself, let WSI know and we will provide a quote to develop the customizations you need to get you exactly what you want in your Plumbing Sales Lead/Prospect Tracking System.

This version contains all the features in our Standard Calendar Database/Template, but adds the ability for you to create a plumbing sales lead/prospect event for a specific employee and assign that employee to a department. You can then filter the calendar you are viewing by that employee or department to view that employee’s or department’s plumbing sales lead/prospect events by either the date or the follow-up date. The calendar also includes the ability to import and/or export your data to and from Outlook.

If you are interested in a VB.NET, C#.NET or ASP.NET version of this template, please Contact us for more details.

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.