Sales Management Prospects Prospect Form Definitions

Definitions of the Prospect Form (page 7)

Prospect Form Function Buttons (continued)

  Import Button - This function button is only available when creating a new Prospect.  This option is used to import information from an Outlook Contact into the Prospect form.  Pressing this button will open the Outlook Contacts form.  The User will select a name from the contact list then press the Save button.  Many of the fields from Outlook Contact information will automatically fill into the Prospect form.

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  Apply Button - This button is used to save information.  If a new Prospect is being entered and the User presses the Apply button before filling in all required fields, the User will be notified with a message box indicating which field information is missing.

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