Skip to end of banner
Go to start of banner

Configuring Lead Competitors

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

What does this section cover?

What are Leads Competitors?

Leads Competitors is a set ......

Creating, Editing & Deleting Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General   
Create   
Edit   
Delete   

Leads Competitors attributes 

Name

Description

 NumberAn auto generated number
 Name*...
 Alternative code*...
  

Defining your own Leads Competitors tailored to your company's needs

  1. Navigate to PATH
     
  2. Either search for an existing one or from the Top Menu click on NEW

     

  3. MAIN INFORMATION

    1.  

  4. LOG INFORMATION

  5. Unable to render {include} The included page could not be found.
  6. From the Top Menu click on Save

Deleting Leads Competitors

  1. Search for the entity that you would like to delete
    Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
  2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
  3. From the actions menu click on "DELETE"
     The entity will be deleted given that the validations are satisfied

 

Visit /wiki/spaces/WIP/pages/10010220 Leads Competitors for business examples related to


Related Areas

Popular Labels

  • No labels