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The Prospect Configuration Document lets you configure the unique Ref # for New Prospects.
- From the Explorer click Setup→Configuration;
- From the pane on the right, select the green ‘Prospect‘.
- The document titled ‘View Prospect Configuration’ will open.
- Select ‘Edit’.
- From the Ref# Generation tab, select the tick box for ‘Use Auto-generated Ref #’.
- Type in your preferred Ref # Prefix.
- Type in the current sequence number, where it should start from. Also see Working with Reference numbers (Ref #).