How do I make prospect interests mandatory?

Summary

This article explains how to make Sales Prospecting Interests mandatory by assigning them to categories so that one of the attributes in the category has to be chosen.

More Information

• Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings Module Settings Sales Prospecting Maintenance Options Interests".
• In the "Filter on" box, type the name or the code of any of the Interests you wish to make mandatory.
• Click on the [Settings] tab, and then click on the "Category" field.
• If there is a Category shown, press <Shift+F10> to bring up the Category properties, or press <Ctrl+F1> to bring up the Category search window, or create a new one.
• Click on the [Settings] tab and set the "Mandatory" flag to 'Yes'.
• Click [Done] and [Accept].

See also

• How do I Create Prospect Interests?
• How do I Create Prospect Interest Categories?

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Keywords AND Misspellings

prospecting, prospect, interests, categories, mandatory