Difference between revisions of "How do I create prospect interests?"
From Catalyst
m (Les Ward moved page How do I Create Prospect Interests? to How do I create prospect interests?) |
(Bulk update) |
||
| (One intermediate revision by the same user not shown) | |||
| Line 12: | Line 12: | ||
== See also == | == See also == | ||
* [[How do I create a new prospect?]] | * [[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_Tags|prospecting, new, create, prospect, creating, interests}} | ||
| − | {{KB_SP}} | + | {{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
