Searching for a Prospect
Prerequisites
To search for a prospect, you should have:
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Divisions defined in the application
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Prospects associated with the division
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Customer segments defined in the application
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Prospects associated with the respective customer segment
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Prospect customer identifier types defined in the application
Procedure
To search for a prospect:
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Click the Menu link in the Application toolbar.
A list appears.
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From the Main menu, select Deal Pricing Management and then click Prospect.
A sub-menu appears.
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Click the Search option from the Prospect sub-menu.
The Prospect screen appears.
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Enter the search criteria in the Prospect zone.
Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
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Click Search.
A list of prospects that meet the search criteria appears in the Search Results section.Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.
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