Snapshot
About managing prospect summary viewsApplication settings allow you to manage a variety of program features, including a way to Manage Prospect Summary Views.
Use Manage Prospect Summary Views to create a new prospect summary view, or to change the name of, copy, or delete an existing prospect summary views. Prospect summary pages and tabs keep prospect information organized and accessible in one convenient location; create multiple prospect summary views to meet all of your prospect analysis needs.
|
(click image to enlarge)
|
Glossary terms:prospect, prospect summary, settings - program, tabs, user menu, Go to glossary ...
|
Related articles:Administration Management: Prospect Summary View Administration |
Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.