Prospects: Difference between revisions
From Apps for Sage 100
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Touchpoints can be recorded against Prospects. | Touchpoints can be recorded against Prospects. | ||
'''Header''' | |||
* Invoice number | |||
* AR Customer name | |||
* AR Customer code | |||
* Email Address | |||
'''Tab layout''' | |||
* Summary (1) - Basic information and Line items (7) | |||
* Details (2) - More senstive invoice data | |||
* Touchpoints (3) - Emails and logged calls | |||
* Payments (4) - any payments against the invoice | |||
'''Links''' | |||
* AR customer (5) | |||
* AR Customer Order (6) - If there is one |
Revision as of 09:29, 26 March 2024
![](/images/thumb/a/ae/Sage_100_prospect_summary.png/300px-Sage_100_prospect_summary.png)
Prospects are not an entity from Sage 100 but instead an entity that exists in the applications only.
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
- Invoice number
- AR Customer name
- AR Customer code
- Email Address
Tab layout
- Summary (1) - Basic information and Line items (7)
- Details (2) - More senstive invoice data
- Touchpoints (3) - Emails and logged calls
- Payments (4) - any payments against the invoice
Links
- AR customer (5)
- AR Customer Order (6) - If there is one