Sales Management Prospects Prospect Qualifications
Entering Prospect Qualifications
Once a new Prospect has been saved, the Qualifications form will be available for data entry. This form is optional but highly recommended. For detailed information about the Qualifications form setup, refer to the topic Qualifications Form Definitions.
1. Once a Prospect record is open, press the Qualifications button from the Prospect toolbar.
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2. The Qualifications form will be displayed. Enter information and/or make selections from drop-down lists according to your company policy and procedures. When finished, press the Apply button located at the lower right of the form to save the information.
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