Add Contract Prospect

Explanation

Use this activity to add a prospect if the contract is for a new customer that does not exist in the system. The potential customer can be entered as a prospect.

When entering a prospect on a contract in the Sales Contract window, the prospect will only be entered on the Sales Contract/Customer tab if it does not exist there. See the Add Contract Customer activity for more details.

Prerequisites

N/A

System Effects

• One or more prospects will be added to the contract.
• If added from the Sales Contract window header, it will automatically appear on the Sales Contract/Customer tab, and the Default check box will be selected.

Window

Sales Contract

Related Window Descriptions

Sales Contract
Sales Contract/Customer

Procedure

To enter a prospect in the Sales Contract window follow these steps

1. In the contract header, enter a prospect name in the Prospect Name field.
2. Enter any other necessary details on the contract header and save.

To enter prospects on the Sales Contract/Customer tab follow these steps

1. Insert a new line in the upper table of the Sales Contract/Customer tab.
2. Enter a value into the Prospect Name field.
3. If necessary, enter information in the Invitation To Tender Receive Date, Invitation To Tender Response Date and Notes fields.
4. If the new prospect should be made the default prospect, select the Default check box.
5. Save the record.