4.2.3 Documents Sub Tab

This topic provides information on documents requested by the customer. It records any document sent during sales lead entry for tracking and reference.

The Documents sub tab needs to be completed if:

• The customer had requested any documents
• Any document has been sent to the customer during sales lead entry.

To complete the Documents sub tab

1. On the Origination, click Origination. Under Origination, click Sales Lead. Under Sales Lead, click Documents.

   The Documents screen displays.

   Figure 4-4 Documents

   
   

   
   Description of "Figure 4-4 Documents"

   
   
2. User can perform any of the Basic Operations mentioned in Preface chapter.
   A brief description of the fields is given below:

   Table 4-4 Documents

   Field	Description
   Document Type	Select the document type from the drop-down list.
   Sub Type	Select the document sub type from the drop-down list.
   Documents	Specify the document.
   Document Dt	View the date when document was entered and saved.
   Document By	View user id of the person who entered and saved the document.

3. Perform any of the Basic Actions mentioned in Preface chapter.