Defining a Prospect Person

Prerequisites

To define a prospect person, you should have:

  • Divisions defined in the application

  • Customer segments and customer tiers defined in the application

  • Access groups defined in the application

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

  • Person identifier types defined in the application

  • Relationship types defined in the application

Procedure

To define a prospect person:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Deal Pricing Management and then click Prospect.
    A sub-menu appears.
  3. Click the Add option from the Prospect sub-menu.

    The Prospect Person screen appears. It contains the following sections:

    • Main - Used to specify basic details about the prospect person.

    • Prospect Person Address - Used to define or edit the address of the prospect person.

    • Prospect Person Characteristics - Used to define a list of characteristics for the prospect person.

    • Prospect Person Identifiers - Used to associate identifiers with the prospect person.

    • Prospect Person Relationships - Used to associate child persons with the prospect person.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Prospect Person ID Indicates the person identification value that is generated for the prospect person.
    Note: By default, the Prospect Person ID field is in the read-only mode. The person identification value is created automatically when you click the Save button on the Prospect Person screen.
    		 Not applicable
    Prospect Person Name Used to specify the name for the prospect person. Yes
    Division Used to indicate the division to which the prospect person is associated.
    Note:

    You can only view those divisions to which you have access in the Division list.

    		 Yes
    Customer Segment Used to indicate the business component to which you want to associate the prospect person.
    Note: The list includes only those values which are present in the CUST_​SEG_​FLG lookup field.
    		 No
    Customer Tier Used to indicate the customer tier.
    Note: The list includes only those values which are present in the CUST_​TIER_​FLG lookup field.
    		 No
    Access Group Used to indicate the users who can view and edit the details of the prospect person. Yes
    Email Address Used to specify the email address of the prospect person. No
    Date Of Birth Used to specify the date of birth of the prospect person. No
  4. Enter the required details in the Main section.
  5. Define the address for the prospect person, if required.
  6. Define characteristics for the prospect person, if required.
  7. Associate identifiers with the prospect person, if required.
  8. Associate child persons with the prospect person, if required.
  9. Click Save.
    The prospect person is defined.
    Tip: Alternatively, you can define a prospect by clicking the Add button available in the Prospect screen or by clicking the Add New Prospect button available in the Deal Information - Deal page.
    Note: When you create a prospect person or account, the system, by default sets the status of the prospect person and account to ACTIVE. You can view the status of the prospect person and account through the inbound web service.

Related Topics

For more information on... See...
Prospect Person screen Prospect
How to define an address for a prospect person Defining an Address for a Prospect Person
How to define a characteristic for a prospect person Defining a Characteristic for a Prospect Person
How to associate an identifier with a prospect person Associating an Identifier with a Prospect Person
How to associate a child person with a prospect person Associating a Child Person with a Prospect Person