How do I create prospect interests?

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Revision as of 08:53, 28 July 2011 by Chris Morrison (talk | contribs) (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 ...)
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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 Caregories".
  • Click [Add].
  • In the "Interest Category" field enter a unique code for the Interest, this can be upto three characters, press <Enter>
  • In the "Description" field enter a suitable description for this Interest.
  • On the "Parameters" tab you can choose to allocate the Interest to an existing Category or create a new one.
  • Click [Done] and [Accept].

See also


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Keywords AND Misspellings
prospecting, new, create, prospect, creating, interests