Prospect Type
The Prospect Type form allows you to categorize your Prospects by a particular type. You can add or delete prospect types in this form. You may only select from the available prospect types in the Prospect Type combo box list. If you want to add, delete or edit any of the prospect types in the Prospect Type combo box, click the Type List button to open the Prospect Type List form. It can be very helpful to assign a Prospect type to a contact like "Friend," "Golfing Partner," or "Family."
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will move the cursor to a new line where you can select a new prospect type from the combo box.
The Save button will save the changes made in the form.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Type List button will open the Prospect Type List form where you can add, edit or delete prospect types to the Prospect Type List combo box field.
The Close button will close the Prospect Type form.
Press F1 or click F1-Help button in the Status bar for help on how to use the Prospect Type form..
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