Use this window to enter the basic data for the customer relationship management (CRM) component. The information is used throughout the component.
For the description of each tab in the window, follow the appropriate link: Customer Sources, Potential, Loyalty, Opportunity Types, Opportunity Sources, Opportunity Probability, Personal Interests, Campaign Interests, Power of Decisions, Marketing Campaign Type, Lead Stages, Employee Count, Marketing Campaign Responses, Opportunity Roles .
Enter Customer Sources
Enter Potential
Enter Loyalty
Enter Opportunity Types
Enter Opportunity Sources
Enter Opportunity Probability
Enter Personal Interests
Enter Campaign Interests
Enter Power of Decisions
Enter Marketing Campaign Type
Enter Lead Stages
Enter Employee Count
Enter Marketing Campaign Responses
Enter
Opportunity Roles