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 ...) |
(Bulk update) |
||
| (9 intermediate revisions by 3 users not shown) | |||
| Line 1: | Line 1: | ||
| − | + | == Summary == | |
| − | ==Summary== | + | This article explains how to create interests in {{SP}} to be allocated to a prospect. |
| − | This article explains how to create interests in | ||
| − | ==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|Settings}} 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}}. | ||
| − | ==See also== | + | == See also == |
| − | *[[How do I | + | * [[How do I create a new prospect?]] |
| − | *[[How do I | + | * [[How do I create prospect interest categories?]] |
| − | {{KB_Tags|prospecting, new, create, prospect, creating, interests}}{{KB_SP}} | + | {{KB_Tags|prospecting, new, create, prospect, creating, interests}} |
| + | {{How}}{{KB_SP}} | ||
Latest revision as of 05:33, 19 June 2019
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
