Prospects: Difference between revisions
From Apps for Sage 300
Acs300Admin (talk | contribs) (Created page with "thumb Prospects are not an entity from Sage 100 but instead an entity that exists in the applications only. You can edit prospect data (A). The data can be exported using the Data Islands interface to a database or a flat file (csv for example). Touchpoints can be recorded against Prospects. '''Header''' * Prospect name * Prospect name * Email Address '''Tab layout''' * Summary (1) - Basic information * Touchpoints (2) -...") |
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[[File:Sage 200 prospect summary.png|thumb]] | [[File:Sage 200 prospect summary.png|thumb]] | ||
Prospects are not an entity from Sage | Prospects are not an entity from Sage 300 but instead an entity that exists in the applications only. | ||
You can edit prospect data (A). | You can edit prospect data (A). | ||
Latest revision as of 05:37, 10 April 2024
Prospects are not an entity from Sage 300 but instead an entity that exists in the applications only.
You can edit prospect data (A).
The data can be exported using the Data Islands interface to a database or a flat file (csv for example).
Touchpoints can be recorded against Prospects.
Header
- Prospect name
- Prospect name
- Email Address
Tab layout
- Summary (1) - Basic information
- Touchpoints (2) - Emails and logged calls
