Sales Prospect Setup - General field descriptions
Fields are presented in alphabetical order within each section.
General
- Address
- Three address lines are not required. If only one line is needed, use the first line.
- City/State/Zip
- The city, state, and postal code. The postal code can accommodate ten-digit numbers.
- Comment
- User-defined and should further define a prospect or give specific details.
- Country
- Select the prospect’s country of origin. These values are set up in SA Setup Table Value . This is currently an information-only field.
- Name
- Specify the full name of the prospect. This name prints on reports.
Contact
- Customer
-
Specify a customer that is associated with the prospect. When you specify a customer, the customer record is updated with changes that were made to the prospect record if Interface to Customers from CAM Prospects is selected in SA Administrator Options.
- Fax Phone #
- The prospect's fax number. A fax number should not contain any formatting characters, such as parentheses and dashes, if it is used for an automatic fax machine. If the number is long distance, specify 1 before the phone number. If the fax number is a local number, specify L in before the number.
- Phone #
- The prospect’s telephone number. The last four characters are designated for an extension. The phone number format that is used is set up in SA Administrator Options.
Settings
- Inside Sales Rep
- Specify an inside sales representative. Used to designate sales and marketing assistants to organize projects or to specify a secondary in house sales representative contact.
- NAICS SIC Codes
- Standard Industry Classification (SIC) codes indicate both the type of business and the product line of a company. All listings with the same SIC code are in the same line of business. For example, drug stores are shown as 5912. SIC codes can be set up as two, three, or four digit values, depending on how narrow you want your classification to be. You can also use a leading zero, such as 0768. Prospect analysis by line of business can be made by grouping together the prospects and customers according to the SIC codes and can be used as an integral part of reports, particularly in sales.
- Order Entry Special Price Costing Default
- Select one of these special price/cost for this prospect:
- Product: Uses the price/cost from the Product Setup record.
- Override Order Entry: Uses the unit of measure specified as the sales order default on the Product Extended Product Cross Reference Setup record.
- Not Special: Uses the price/cost in the selling/stocking unit.
- Outside Sales Rep
- Specify the outside sales representative who is responsible for this prospect. Unless a sales rep is granted open security , the sales rep can only access the prospects, and related information, that are assigned to them.
- Sync To CRM
- This option is not available.
User settings
- Prospect Type
- The prospect type for this prospect. This value is required and is validated by the prospect types record in SA Table Code Value Setup. The prospect type you specify determines the labels for the User 1, User 2, User 3, and User 4 fields.
- User 1-4
- User defined fields that have labels based on the prospect type set up in SA Table Code Value Setup. The labels for these fields may differ or change based on differing prospect types and changes to the prospect type setup.