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Configuring Prospects

The Prospect Configuration Document lets you configure the unique Ref # for New Prospects.

  1. From the Explorer click SetupConfiguration;
  2. From the pane on the right, select the green ‘Prospect‘.
  3. The document titled ‘View Prospect Configuration’ will open.
  4. Select ‘Edit’.
  5. From the Ref# Generation tab, select the tick box for ‘Use Auto-generated Ref #’.
  6. Type in your preferred Ref # Prefix.
  7. Type in the current sequence number, where it should start from. Also see Working with Reference numbers (Ref #).

Also Read About

Working with Prospects
Leads, Prospects and Customers
Working with Reference numbers (Ref #)