Overview
You may access the Prospect Type add/edit list from the Prospects screen by double-clicking in the Prospect Type field.
Prospect Types are used to group similar type Prospects for filtering, sorting and reports.
Security
This add/edit list is part of the SYS Add Edit List ALL Security Group.
Security Features include the ability to:
- Deny Set Active\Inactive
- Deny Set Default
Tip: For more information see Security Groups Overview and Security Groups By Module.
Prospect Types screen
Related Information
- Add an entry to an add/edit list
- Assign Positions to Tasks
- Set the default on an add/edit list
- Set up Prospects
- Set up TeamBid Defaults
- See Work Scheduling & TeamBid topics
- Go to TeamBid & Work Scheduling Main Menu
Key Functionality
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.