How do I create prospect interests?
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Revision as of 17:29, 15 February 2019 by Les Ward (talk | contribs) (Les Ward moved page How do I Create Prospect Interests? to How do I create prospect interests?)
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