Associating an Identifier with a Prospect Person

Prerequisites

To associate an identifier with a prospect person, you should have:

  • Prospect person identifier types defined in the application

Procedure

To associate an identifier with a prospect person:

  1. Ensure that the Prospect Person Identifiers section is expanded when you are defining or editing a prospect person.

    The Prospect Person 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 person identifier is primary or not. Yes (Conditional)
    Note: This field is required while associating an identifier with a prospect person.
    Person Identifier Type Used to indicate the identifier type based on which you want to define the prospect person. Yes (Conditional)
    Note: This field is required while associating an identifier with a prospect person.
    Person Identifier Used to specify the value for the person identifier type. Yes (Conditional)
    Note: This field is required while associating an identifier with a prospect person.
  2. Enter the required details in the Prospect Person Identifiers section.
  3. If you want to associate more than one identifier with the prospect person, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to disassociate an identifier from the prospect person, click the Delete (The Delete Icon) icon corresponding to the identifier.
  4. Click Save.
    The identifier is associated with the prospect person.

Related Topics

For more information on... See...
How to define a prospect person Defining a Prospect Person
How to edit a prospect person Editing a Prospect Person