Topic: Setup > Configuration

The Prospect Configuration Document is currently used to configure the unique Ref # assign to a new Prospect. The Ref # can generated automatically (if the value is [auto]) or entered manually. For more information in Ref # use and configuration see Working with Reference numbers (Ref #).

To configure Prospects, from the Explorer click Setup->Configuration. This displays the Configuration page. Then Click 'Prospect', this displays the Prospect Configuration Document.

Related tasks and information

Working with Prospects

Leads, Prospects and Customers

Working with Reference numbers (Ref #)