Contact Manager Setup

Before using the Contact Manager, you need to set up a series of user-defined codes and defaults as follows.

Lead Source Codes

If you wish to track where your new account leads are coming from, you must set up lead source codes through SM-I-A  Enter Lead Source Codes.

Territory Codes

If you wish to assign accounts to user-defined territories, you must set up territory codes through SM-I-B  Enter Territory Codes.

Account Follow-up Codes

Account follow-ups are given classification codes for tracking and sorting purposes.  At least one account follow-up code must be set up to use the follow-up system.  These codes are set up through SM-I-D  Enter Reminder Types.

Class Codes

Accounts can be give user-defined classification codes for sorting and selection purposes with mail lists and reports.  These are created through SM-I-G  Enter Class Codes.

Key Date Codes

Key date codes can be set up to identify important dates, such as when the account was first created, or when the first sales meeting occurred, etc.  These codes are used for statistical reporting and are set up through SM-I-H  Enter Key Date Codes.