Manage Lead/Contact Relationship Types
Use this screen to enter and maintain lead/contact relationship types.
These lead/contact relationship types are used on the Manage Leads and Contacts screen to identify the lead's or contact's relationship type.
If you have multiple companies, you can set up and maintain lead/contact relationship type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.
Note: This application is available only if you are licensed for Contract Management.
- Related Topics:
- Display the Manage Lead/Contact Relationship Types Screen
You access the Manage Lead/Contact Relationship Types screen from the Contracts domain. - Contents of the Manage Lead/Contact Relationship Types Screen
Use the fields and options to configure the Manage Lead/Contact Relationship Types screen. - Table Information for the Manage Lead/Contact Relationship Types Screen
Changes to the Manage Lead/Contact Relationship Types screen update the CT_RELATION_TYPES table.
Parent Topic: Contract Management Controls