Manage Lead Rating Types
Use this screen to enter and maintain lead rating types.
These lead rating types are used on the Manage Leads and Contacts screen to identify the general rating of a lead or contact.
If you have multiple companies, you can set up and maintain lead rating type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.
Note: This application is available only if you are licensed for Capture & Contracts.
- Related Topics:
- Display the Manage Lead Rating Types Screen
You access the Manage Lead Rating Types screen from the Capture & Contracts domain. - Contents of the Manage Lead Rating Types Screen
Use the fields and options to configure the Manage Lead Rating Types screen. - Table Information for the Manage Lead Rating Types Screen
Changes to the Manage Lead Rating Types screen update the CT_RATE_TYPES table.
Parent Topic: Contract Management Controls