Defining a Characteristic for a Prospect Person

Prerequisites

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

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

Procedure

To define a characteristic for a prospect person:

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

    The Prospect Person 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 person. Yes (Conditional)
    Note: This field is required while defining a characteristic for a prospect person.
    Characteristic Type Used to indicate the characteristic type.
    Note: The list includes only those characteristic types where the characteristic entity is set to Prospect Person.
    		 Yes (Conditional)
    Note: This field is required while defining a characteristic for a prospect person.
    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 person.
  2. Enter the required details in the Prospect Person Characteristics section.
  3. If you want to define more than one characteristic for the prospect, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a characteristic from the prospect, click the Delete (The Delete Icon) icon corresponding to the characteristic.
  4. Click Save.
    The characteristic 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