How do I set up prospect finance details?
From Catalyst
Summary
The following article explains how to set up finance details that can be applied to quotes created in Sales Prospecting.
More Information
- Go to " Sales Prospecting Maintenance Options Add or Edit Finance Details".
- In the "Finance Code" field, enter a unique code up to eight characters long for these finance details.
- In the "Description" field, enter a description for the finance agreement.
- In the "Finance Co." field, enter the finance company's account code or search for the account.
- Of the remaining fields, you must at least enter a value for "No. of Payments" and "Upper Limit" but you can leave the rest of the fields blank if you wish.
 | Completing the rest of the fields will allow you to provide a reasonable estimate of the cost of the finance to the customer, but it must be kept up to date, otherwise you will mislead both yourself and the customer. This can lead to considerable difficulties, so be very careful to ensure the details are up to date if you are going to rely on them. |
See also
- How do I add finance details to a prospect quotation?
- How do I find a prospect?
- How do I create a new prospect?
