Difference between revisions of "How do I create prospect interests?"
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==More Information== | ==More Information== | ||
| − | * Go to {{ | + | * Go to {{PlatinumSettings|Module Settings|{{SP}}|Interest Categories}}. |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* 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|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 {{Tab| | + | * 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}}. | ||
Revision as of 12:28, 19 September 2016
Summary
This article explains how to create interests in Sales Prospecting to be allocated to a prospect.
More Information
- Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Module Settings Sales Prospecting 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
