Creating a new Lead Trade Show record

In the Lead Trade Show view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Lead Trade Show record, a Create button displays on both of these views in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the Lead Trade Show resource assigned to your role must include the 'Create' operation.

Creating a new Lead Trade Show record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Lead Trade Show/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup Lookup a Lead Key. This is a mandatory field.

    • Enter or select from the lookup Lookup the Trade Show Code you want to associate with the current Company/Lead Key combination. The Trade Show codes are maintained in the CRM Trade Show view. This is a mandatory field.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/Lead Key/Trade Show Code combination and click Continue, the details page for that combination opens in edit mode.

  4. The Lead Trade Show Details page opens for the new record.

    • Contact - enter the Contact name for the current Lead Trade Show. You can enter a maximum of 30 characters in this field. This is an optional field.

    • Telephone Numbers - enter up to 20 characters for the Telephone Numbers associated with the Contact for the current Lead Trade Show. This is an optional field.

    • Email Address - enter the Email address for the Contact. You can enter up to 128 alpha numeric characters in this field. This is an optional field.

  5. When all of the information is entered, click Submit or Save. Note: If you have selected a Lead that is flagged for deletion the message “Lead coded for deletion. New Entries are not Allowed!” displays and the record is not updated.

    • When you click Save, all of your changes are saved and you remain on the Lead Trade Show-Details page. Once you click Save, and the record is successfully created, the Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Lead Trade Show.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the Lead Trade Show records are set up.
 

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