Associating an Identifier with a Prospect Account

Prerequisites

To associate an identifier with a prospect account, you should have:

Procedure

To associate an identifier with a prospect account:

Ensure that the Prospect Account Identifiers section is expanded when you are defining or editing a prospect account.

The Prospect Account Identifiers section contains the following fields in a grid:

Field Name	Field Description	Mandatory (Yes or No)
Primary ID	Used to specify whether the prospect account identifier is primary or not.	Yes (Conditional) Note: This field is required while associating an identifier with a prospect account.
Account Identifier Type	Used to indicate the identifier type based on which you want to define the prospect account.	Yes (Conditional) Note: This field is required while associating an identifier with a prospect account.
Primary Account Identifier	Used to specify the value for the account identifier type.	Yes (Conditional) Note: This field is required while associating an identifier with a prospect account.

Enter the required details in the Prospect Account Identifiers section.
If you want to associate more than one identifier with the prospect account, click the Add () icon and then repeat step 2.

Note: However, if you want to disassociate an identifier from the prospect account, click the Delete () icon corresponding to the identifier.
Click Save.
The identifier is associated with the prospect account.

Related Topics

For more information on...	See...
How to define an account for a prospect person	Defining an Account for a Prospect Person
How to edit a prospect account	Editing a Prospect Account