Enter Business Lead Contact

Explanation

This activity is used to enter contact for the business lead.

Prerequisites

• The business lead header must have been entered and saved.

System Effects

• As a result of this activity, contact is entered for the business lead.

Window

Business Lead

Related Window Descriptions

Business Lead
Business Lead/Contacts

Procedure

To enter a business lead header:

1. Open the Business Lead/Contacts
tab and create a new record.
2. Enter the contact ID.
3. The New Person check box is selected by default.
4. If you are entering a new person, enter the name.
5. If you are creating a person record by connecting an existing person record, clear the New Person check box and enter a person ID value manually or by using the List of Values.
6. Enter title, role, personal interest, .etc
7. Save.