Defining an Address for a Prospect Person

Prerequisites

To define an address for a prospect person, you should have:

  • Countries defined in the application

  • States defined in the application

Procedure

To define an address for a prospect person:

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

    The Prospect Person Address section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Country Used to indicate the country where the prospect person is located. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    Address 1 Used to specify the first line of the address. It may contain details, such as the house number. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    City Used to specify the city where the prospect person is located. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    Address 2 Used to specify the second line of the address. It may contain details, such as the apartment name. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    State Used to indicate the state where the city is located. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    Address 3 Used to specify the third line of the address. It may contain details, such as the street name. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    Postal Used to specify the postal or zip code of the address. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
    Address 4 Used to specify the fourth line of the address. It may contain the landmark details. Yes (Conditional)
    Note: This field is required while defining or editing the address of a prospect person.
  2. Enter the required details in the Prospect Person Address section.
  3. Click Save.
    The address is defined for 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