Enter Business Lead Contact
Explanation
This activity is used to enter contact for the business lead.
Prerequisites
- The business lead header must have been entered and saved.
System Effects
- As a result of this activity, contact is entered for the business lead.
Window
Business Lead
Related Window Descriptions
Business Lead
Business Lead/Contacts
Procedure
To enter a business lead header:
- Open the Business Lead/Contacts
tab and create a new record.
- Enter the contact ID.
- The New Person check box is selected by default.
- If you are entering a new person, enter the name.
- If you are creating a person record by connecting an existing person
record, clear
the New Person check box and enter a person ID value manually or by using
the List of Values.
- Enter title, role, personal interest, .etc
- Save.