Creating prospects
Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.
Prospects in TO3000 3D are created on the Main tab of the Prospect window. To create a Prospect record, please follow the steps below:
1. Click the New Prospect button above the Prospect list on the Prospect window > Main tab.
2. Fill the fields of the New Prospect window:
·Enter the name of the prospect in the Name text field.
·The code for the Prospect record in the Code text field is generated automatically (it will usually contain the first letters of the Name in this case) but can be edited as well.
·Select the Prospect Currency using the corresponding drop–down list.
·Click OK to confirm or Cancel to discard the entered information.
See also: