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Add, Edit or Replace Prospect Manager Customization

This customization is designed to capture additional information regarding a prospect assignment whether it is added, edited or replaced.

When you add or edit a prospect manager, the customized form contains an optional Comments field.

Note that there’s no End date field on this form; it’s been hidden. To add an end date, click on Replace Prospect Manager, which brings up this form:

On this form, you can add comments for the current and the new prospect manager. The Start Date defaults to the current date. The Prospect manager history list now shows the “old” manager, including the comments.

 

 

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