Sales Management Prospects Documents Form Definitions

Definitions of the Documents Form

The Documents form is displayed on the Prospect toolbar once the Prospect form has been saved.  Your company must be a subscriber to the add-on module SedonaDocs to be able to scan and attach or attach an existing document to a Prospect record.

Once the Prospect form has been saved, the User may press the Documents button on the Prospect Toolbar.  To attach a document to the Prospect record, press the New button located at the lower right of the form then press Add  or Scan button.

For detailed instruction on scanning and attaching or attaching an existing document to the Prospect, follow the links below.

Add Existing Document    Scan New Document

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