Associating an Identifier with a Prospect Person
Prerequisites
To associate an identifier with a prospect person, you should have:
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Prospect person identifier types defined in the application
Procedure
To associate an identifier with a prospect person:
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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. - Enter the required details in the Prospect Person Identifiers section.
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If you want to associate more than one identifier with
the prospect person, click the Add (
) icon and then repeat step 2.
Note: However, if you want to disassociate an identifier from the prospect person, click the Delete () icon corresponding to the identifier.
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Click Save.
The identifier is associated with the prospect person.
Related Topics
For more information on... | See... |
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How to define a prospect person | Defining a Prospect Person |
How to edit a prospect person | Editing a Prospect Person |