Prospects: Difference between revisions
From Apps for Sage 100
Acs100Admin (talk | contribs) No edit summary |
Acs100Admin (talk | contribs) No edit summary |
||
| Line 1: | Line 1: | ||
[[File:Sage 100 prospect summary.png|thumb]] | [[File:Sage 100 prospect summary.png|thumb]] | ||
Prospects are not an entity from Sage 100 but instead an entity that exists in the applications only. | 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). | The data can be exported using the Data Islands interface to a database or a flat file (csv for example). | ||
| Line 8: | Line 10: | ||
'''Header''' | '''Header''' | ||
* | * Prospect name | ||
* | * Prospect name | ||
* Email Address | * Email Address | ||
'''Tab layout''' | '''Tab layout''' | ||
* Summary (1) - Basic information | * Summary (1) - Basic information | ||
* | * Touchpoints (2) - Emails and logged calls | ||
Latest revision as of 09:31, 26 March 2024
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) - Emails and logged calls
