Maintaining Profile Data for a Lead or Opportunity
This topic discusses how to maintain profile data for a lead or opportunity.
Use the Lead - More Info page (RSF_PROFILE) to maintain profile data for a lead.
Navigation:
Use the Opportunity - More Info page (RSF_PROFILE) to maintain profile data for an opportunity.
Navigation:
|
Page Name |
Definition Name |
Usage |
|---|---|---|
|
Lead - More Info Page |
RSF_PROFILE |
Maintain profile data for a lead. |
|
Opportunity - More Info Page |
RSF_PROFILE |
Maintain profile data for an opportunity. |
Access the Lead - More Info page (Sales, Search Leads, Lead - More Info) or the Opportunity - More Info page (Sales, Search Opportunities, Opportunity - More Info).
This example illustrates the fields and controls on the Lead - More Info page.
This page displays profile fields and information that are specific to the lead or opportunity.