Prospects ⛭

See Ref #

See Documents and Templates

The Prospect Configuration Document is used to configure the unique Ref # assigned to a new Prospect. The Ref # can be generated automatically (if the value is [auto]) or entered manually. For more information on Ref # use and configuration see Working with Reference numbers (Ref #).

To configure Prospects, from the Explorer click Setup > Configuration this displays the Configuration page. Then Click 'Prospect', this displays the Prospect Configuration Document which can then be edited and saved as required.

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