CRM Areas of Interest
Index
CRM Areas of Interest-Search Criteria/Grid
CRM Areas of Interest-Details Page
CRM Areas of Interest-Create

Additional Information
Account Areas of Interest-Search Criteria/Grid
Account Areas of Interest-Details Page
Account Areas of Interest-Create

The CRM Areas of Interest view maintains the Areas of Interest that are applied to Accounts in the Account Areas of Interest view and to Leads in the Lead Areas of Interest view.

  • The Area of Interest code is used to categorize Leads, Prospects and/or Customers into groups based on a specific area of interest, for example books, furniture or digital video. You can focus marketing initiatives on specific Area of Interest codes thereby alerting your Customers, Prospects and/or Leads to Trade Shows or product specials, etc.

Note: The ability to create and update information in the CRM Areas of Interest view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the Account Areas of Interest view. For more information, see Role Master-Permissions.

You can edit the CRM Areas of Interest information in either the Search Criteria/Grid page, in the grid section, or on the Details page.

The following fields are available on the CRM Areas of Interest and are based on the order in which they appear in the grid on the search page:

  • Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all CRM Area of Interest records. This field cannot be edited.

  • CRM Areas of Interest - displays a short description for the Area of Interest. This field cannot be edited.

  • Description - the Description can be a maximum of 80 alpha numeric characters in length. You can edit this field as required.

For information on the functionality of each button on the CRM Areas of Interest Search Criteria Results/Grid page, click here.

 
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