Associating an Identifier with a Prospect Account
Prerequisites
To associate an identifier with a prospect account, you should have:
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Prospect account identifier types defined in the application
Procedure
To associate an identifier with a prospect account:
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Ensure that the Prospect Account Identifiers section is expanded when you are defining or editing a prospect account.
The Prospect Account Identifiers section contains the following fields in a grid:
Field Name Field Description Mandatory (Yes or No) Primary ID Used to specify whether the prospect account identifier is primary or not. Yes (Conditional) Note: This field is required while associating an identifier with a prospect account.Account Identifier Type Used to indicate the identifier type based on which you want to define the prospect account. Yes (Conditional) Note: This field is required while associating an identifier with a prospect account.Primary Account Identifier Used to specify the value for the account identifier type. Yes (Conditional) Note: This field is required while associating an identifier with a prospect account. - Enter the required details in the Prospect Account Identifiers section.
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If you want to associate more than one identifier with
the prospect account, click the Add (
) icon and then repeat step 2.
Note: However, if you want to disassociate an identifier from the prospect account, click the Delete () icon corresponding to the identifier.
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Click Save.
The identifier is associated with the prospect account.
Related Topics
For more information on... | See... |
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How to define an account for a prospect person | Defining an Account for a Prospect Person |
How to edit a prospect account | Editing a Prospect Account |