How Do I View or Maintain an Existing Program Prospect?

To view or maintain an existing program prospect:

1. Perform a Lookup, using either the Entity’s name or Entity ID to display the Entity Profile of the prospect you wish to view or maintain the program prospect information for.

2. In the Prospect Tracking summary section of the Entity Profile, click the hypertext link on the prospect name you wish to view the program prospect information for.

3. When the  Prospect detail appears, click the Programs link in the Page Tree.

4. When the Program Prospects list appears, click the Program Prospect row you wish to view the information for.

5. When the Program Prospect detail form appears, view or modify the information as appropriate.

6. If you are performing maintenance of an existing piece of data, click the Save button in the Form Header when data maintenance is completed.