Introduction
Users can create, update and delete details of prospective customers.
Mandatory Fields
| Mandatory Fields |
|---|
| Prospect ID - Auto generated by System |
| Prospect Name |
| Short Name |
| Is Active - Yes / No |
| Region -Pre Selected as NA (NA, North, East, West etc.) |
| Major Product Group - Pre Selected as DL (Options as per Item Group Master) |
| Referral Type - Pre Selected as NOT APPLICABLE (Options as per Referral Master). |
Optional Fields
| Optional Fields |
|---|
| Website |
| Notes |
Features
| Features |
|---|
| Create New |
| Modify |
| Delete |
| Export To Excel |
| Referral Master Referral Code - Auto generated by System Referral Type |
Branch Details - Mandatory Fields
| Mandatory Fields |
|---|
| Branch ID - Auto generated by System |
| Branch Name |
| Address Line 1 |
| Address Line 2 |
| City |
| State Name - Select from State Master |
Pin Code Validation - Pin Code should be upto 10 characters. |
Features
| Features |
|---|
| Create New |
| Modify |
| Delete |