How do I create prospect interests?

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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 [Settings] tab, you can choose to allocate the Interest to an existing Category or create a new one.
  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
prospecting, new, create, prospect, creating, interests