Sales Management Prospects Note Log Form Definitions

Definitions of the Note Log Form (continued)

Manual Event Data Entry Fields

To add a new Event, the User will begin by pressing the New function button located at the bottom of the Note Log form.

Event - Enter or select a date from the calendar on which the event occurred or will occur.

Event Type - Select the appropriate Event Type code from the drop-down list.

Notes - The User may enter up to 256 characters of text into the Notes field.

Once information has been entered, the User will press the Save function button located at the bottom of the Note Log form.  The Manual Event will be displayed in the Events List.

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