Create a prospect
- Open the Prospect screen.
-
Do one of the following:
- If you want the application to assign a
prospect code based on the prospect's name, click
to select Yes in the Auto Assign Prospect field.
- If you want to assign your own prospect code,
enter a code of up to eight alphanumeric characters to identify the prospect in
the Prospect field.Note: Use the System Settings screen to enable the auto assign option and control how the application creates auto-assigned codes.
- If you want the application to assign a
prospect code based on the prospect's name, click
- Press Tab.
- In the Name field, enter the name of the prospect.
- Complete the fields as described on the Prospect Screen Field Reference .
- Click Save Prospect.
