Defining a Characteristic for a Prospect Account

Prerequisites

To define a characteristic for a prospect account, you should have:

  • Characteristic types defined in the application (where the characteristic entity is set to Account)

Procedure

To define a characteristic for a prospect account:

  1. Ensure that the Prospect Account Characteristics section is expanded when you are defining or editing a prospect account.

    The Prospect Account Characteristics section contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Effective Date Used to specify the date from when the characteristic is effective for the prospect account. Yes (Conditional)
    Note: This field is required while defining a characteristic for a prospect account.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Account.
    		 Yes (Conditional)
    Note: This field is required while defining a characteristic for a prospect account.
    Characteristic Value Used to specify the value for the characteristic type.
    Note:

    If you select a predefined characteristic type, the Search (The Search Icon) icon appears corresponding to the Characteristic Value field. On clicking the Search icon, the Predefined Characteristic Search window appears.

    On specifying the value for a predefined characteristic type, the description of the characteristic value appears corresponding to the Characteristic Value field.

    		 Yes (Conditional)
    Note: This field is required while defining a characteristic for a prospect account.
  2. Enter the required details in the Prospect Account Characteristics section.
  3. If you want to define more than one characteristic for the prospect account, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the prospect account, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristic is defined for the prospect account.

Related Topics

For more information on... See...
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