Creating prospect information tables

Use these instructions to create prospect information tables to be used when setting up prospects.

  1. Select System Administrator > Setup > Table Code Value.
  2. Select one of these prospect tables from the Table List:
    • Prospect Activity Code
    • Prospect Activity Result
    • Prospect Company Size
    • Prospect Rating
    • Prospect Source Code
    • Prospect User Code 1
    • Prospect User Code 2
    • Prospect/Proposal Stage
  3. Click New.
  4. Specify the user-defined code for this prospect table in the Identifier field.
  5. If the record is unique to the sales rep that is specified on you operator record, select Unique To Sales Rep. Keep this option clear to make the record available to all sales reps.
  6. Specify a description of the prospect table.
  7. Click Save.