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Overview
"Edit Prospect" is used to edit prospects within MobiWork.
"Edit Prospect" is used to edit prospects within MobiWork.
How to Access the Page
It can be found by going to the "Management" -> "Prospects" main menu entry and clicking on "Edit" within the Actions dropdown next to the prospect you wish to edit.
It can be found by going to the "Management" -> "Prospects" main menu entry and clicking on "Edit" within the Actions dropdown next to the prospect you wish to edit.
"Edit Prospect"
"Edit Prospect" contains -
"Edit Prospect" contains -
Name: | Description: |
---|---|
"Company Name" | is the prospect's company name. |
"First Name" | the prospect's first name. This is a required field to fill out. |
"Last Name" | the prospect's last name. This is a required field to fill out. |
"Phone Number" | the prospect's phone number. |
"Email" | the prospect's email address. |
"Country" | the prospect's country. |
"Assigned To" | is the user the prospect is assigned to. |
"Status" | is the custom status of the prospect. |
"Category" | is the custom category of the prospect. |
"Percentage" | is the percentage the prospect will turn into a customer. |
"Expected Close Date" | is the date the prospect is expected to turn into a customer. The calendar icon to the right of this field can be clicked on to choose the date using a calendar popup. |
Custom Fields | can be shown here. |