Editing a Prospect Person

Prerequisites

To edit a prospect person, you should have:

  • Prospect (which you want to edit) 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 edit a prospect person:

  1. Search for the prospect person in the Prospect screen.
  2. In the Search Results section, click the link in the Prospect Person Information column corresponding to the prospect whose details you want to edit.

    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, edit, or remove characteristics of the prospect person.

    • Prospect Person Identifiers - Used to associate or disassociate identifiers from the prospect person.

    • Prospect Person Relationships - Used to associate or disassociate 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 prospect person ID for which you want to edit the prospect person details.
    Note: By default, the Prospect Person ID field is in the read-only mode.
    		 Not applicable
    Prospect Person Name Used to specify the name for the prospect person. No
    Division Used to indicate the division to which the prospect person is associated.
    Note:

    This field cannot be edited when an account is defined for the prospect person.

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

    		 No
    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
  3. Modify the required details in the Main section.
  4. Define or edit address of the prospect person, if required.
  5. Define, edit, or remove characteristics of the prospect person, if required.
  6. Associate or disassociate identifiers from the prospect person, if required.
  7. Associate or disassociate child persons from the prospect person, if required.
  8. Click Save.
    The changes made to the prospect person are saved.

Related Topics

For more information on... See...
Prospect 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