How do I set up prospect finance details?
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Summary
The following article explains how to setup finance details to be applied to quotes created in Sales Prospecting.
More Information
- Go to " Sales Prospecting Maintenance Options Add or Edit Finance Details"
- In the "Finance Code" field enter a unique code upto eight characters long for these finance details.
- Enter a description for the finance agreement in "Description".
- In the "Finance Co." field enter the finance company's account code or search for the account.
- Of the remaining fields you must at least enter a value for "No. of Payments" and "Upper Limit" but you may also want to complete the rest of the fields.
See also
