Difference between revisions of "How do I create prospect interests?"
From Catalyst
(New page: {{Review}} ==Summary== This article explains how to create interests in Sales Prospecting to be allocated to a prospect. ==More Information== * Go to {{Menu|Sales Prospecting|Maintenance ...) |
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==Summary== | ==Summary== | ||
| − | This article explains how to create interests in | + | This article explains how to create interests in {{SP}} to be allocated to a prospect. |
==More Information== | ==More Information== | ||
| − | * Go to {{Menu| | + | * Go to {{Menu|{{SP}}|Maintenance Options|Add or Edit Interest Categories}}. |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
| − | * In the {{DataPrompt|Interest Category}} field enter a unique code for the Interest, | + | * In the {{DataPrompt|Interest Category}} field, enter a unique code for the Interest, which can be up to three characters, and press {{KeyPress|Enter}}. |
| − | * In the {{DataPrompt|Description}} field enter a suitable description for this Interest. | + | * In the {{DataPrompt|Description}} field, enter a suitable description for this Interest. |
| − | * On the {{ | + | * On the {{Tab|Parameters}} tab, you can choose to allocate the Interest to an existing Category or create a new one. |
* Click {{Button|Done}} and {{Button|Accept}}. | * Click {{Button|Done}} and {{Button|Accept}}. | ||
Revision as of 16:17, 9 August 2011
Summary
This article explains how to create interests in Sales Prospecting to be allocated to a prospect.
More Information
- Go to " Sales Prospecting Maintenance Options Add or Edit Interest Categories".
- Click [Add].
- In the "Interest Category" field, enter a unique code for the Interest, which can be up to three characters, and press <Enter>.
- In the "Description" field, enter a suitable description for this Interest.
- On the [Parameters] tab, you can choose to allocate the Interest to an existing Category or create a new one.
- Click [Done] and [Accept].
See also
