Enter Business Lead Representative

Explanation

This activity is used to enter representative for the business lead.

Prerequisites

System Effects

Window

Business Lead

Related Window Descriptions

Business Lead
Business Lead/Representatives

Procedure

To enter a business lead header:

  1. Open the Business Lead/Representatives
  2. tab and create a new record.
  3. Create a new record.
  4. If one specific person should be the representative, enter that representative ID in the Representative ID field. The representative name will be automatically retrieved.
  5. Optionally, select a Representative Role.
  6. Optionally, you can change the main representative by selecting the Main Representative check box.
  7. Save.