Overview
The Prospects Diary screen from the toolbar in the Prospect Master File screen.
The Diary enables you to keep notes concerning issues or to track using Follow Up Dates. You can use it to record any interaction you want to remember—such as a phone conversation or a handwritten letter you mailed or received. The records are sorted by Entry Date.
A Diary Report can be run for the Prospect Diary. The Prospect Diary Report can be accessed from the TB Reports menu.
Security
The TB Prospect Diary screen has its own Security Group, TB Prospect Diarywith the Insert Onlyand Read-Only features available.
The TB Prospect Diary screen is part of the TB ALL and SYS Diaries ALL Security Groups.
The SYS Diaries ALL Security Group is part of the SYS ALL Security Group
TB Prospect Diary screen
Related Information
- Learn about Diaries
- Go to Prospect Master File
- Go to TeamBid & Work Scheduling Menu
- Go to WinTeam Menu
Key Functionality
Field Chooser
The TB Prospect Diary has the following fields available:
Contact
Enter a Contact name or use the Lookup to locate the Contact.
Type
Select a Prospect Diary Type from the list for this entry or double-click in the Type field to display the Prospect Diary Types add/edit list.