SedonaSetup Application Sales Management Setup Tables/Options
User Defined Setup Tables 1,2,3,4 (Prospect)
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Purpose: |
To define the list of values that will be selectable by a User on the Qualifications form of the Prospect |
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Prerequisites: |
User Defined Setup (Prospect) |
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Required or Optional: |
Optional |
If using any of the Prospect User Defined Tables, you will need to create a list from which the User will make a selection from the field drop-down list. Each record entered must be unique.
In the example below we have chosen to track why the Prospect is interested in a quote from your company.
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