How do I create prospect interests?
From Catalyst
Revision as of 08:53, 28 July 2011 by Chris Morrison (talk | contribs) (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 ...)
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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 Caregories".
- Click [Add].
- In the "Interest Category" field enter a unique code for the Interest, this can be upto three characters, 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
