Editing a Prospect Account

Prerequisites

To edit a prospect account, you should have:

  • Prospect (whose account details you want to edit) defined n the applicaton

  • Customer class defined in the application

  • Currencies defined in the application

  • Bill Cycles defined in the application

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

  • Account identifier types defined in the application

Procedure

To edit a prospect account:

  1. Search for the prospect person whose account details you want to edit in the Prospect screen.
  2. Modify the required details in the Prospect Person screen, if required.
  3. Click Save.
    The changes made to the prospect person are saved.
  4. Click Next.

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

    • Prospect Account List - Lists the accounts which are associated with the prospect person.

      Note: By default, the Prospect Account List section does not appear. It appears only when an account is defined for a prospect person.

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

    • Prospect Account Characteristics - Used to define, edit, or remove characteristics of the prospect account.

    • Prospect Account Identifiers - Used to add, edit, or remove identifiers from the prospect account.

    The Prospect Account List section contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Prospect Person ID Displays the prospect person to which the account is associated. Not applicable
    Prospect Account Information Displays information about the prospect account.
    Note: It has a link. On clicking the link, the details of the prospect account is accessible for editing in the Main, Prospect Account Characteristics , and Prospect Account Identifiers sections.
    		 Yes
    Division Indicates the division to which the prospect account is associated. Not applicable
    Set Up Date Displays the date from when the prospect account is available for calculating the financial summary of the deal. Not applicable
  5. Click the link in the Prospect Account Information column corresponding to the account whose details you want to edit.
    The details of the account is accessible for editing in the Main, Prospect Account Characteristics , and Prospect Account Identifiers sections.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Prospect Person ID Displays the prospect person to which the account is associated.
    Note: By default, the Prospect Person ID field is in the read-only mode.
    		 Not applicable
    Prospect Account ID Displays the account associated with the prospect person.
    Note: By default, the Prospect Account ID field is in the read-only mode.
    		 Not applicable
    Customer Class Used to indicate the customer class to which the prospect account belongs. Yes
    Division Indicates the division to which the prospect account is associated.
    Note: By default, the Division field is in the read-only mode.
    		 Not applicable
    Set Up Date Used to specify the date from when the prospect account is available for calculating the financial summary of the deal. Yes
    Invoice Currency Used to indicate the currency in which you want the financial summary of the prospect account to be calculated for the deal. Yes
    Bill Cycle Used to indicate the time interval in which you want to create the financial summary of the account for the deal. No
    Access Group Indicates the users who can view or edit the details of the account.
    Note: By default, the Access Group field is in the read-only mode.
    		 Not applicable
  6. Modify the required details in the Main section.
  7. Define, edit, or remove characteristics of the Prospect Account Characteristics section, if required.
  8. Add, edit, or remove identifier details from the Prospect Account Identifiers section, if required.
  9. Click Save.
    The changes made to the prospect account are saved.

Related Topics

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