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Sales Management Prospects New Prospect
Create a New Prospect
To create a new Prospect follow the instructions listed below.
1. Navigate to the Sales Management/Prospect menu option from the Main Application menu.
2. The list of Prospects will be displayed. Press the New button located at the lower right of the Prospects List.
3. The New Prospect form will be displayed. The User will need to populate all required fields on the form before being able to save the record. Once all data entry has been completed, press the Apply button to save. For individual field definitions of the Prospect form, refer to the topic Prospect Form Definitions for additional information.
4. Once the Prospect form has been saved, the Prospect toolbar on the left will be populated with other function buttons for entering additional information about the Prospect. Follow the topic links below for data entry instruction for each Prospect toolbar option button.
Entering Qualification Information
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