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This data item has two key values: 1) Sales Opportunity, and 2) List Manager. Both are divided into subordinate key/value classifications.



Sales Opportunity

These data items are further divided into Status, Type, and Source.

Status. The default key/value assignments for this data is divided into: 1) New, 2) Prospecting, 3) Evaluation, 4) Negotiations, 5) Contract Won, and 6) Contract Lost.


Type. The default key/value assignments for this data is divided into: 1) New Customer, and 2) Existing Customer.


Source. The default key/value assignments for this data is divided into: 1) Web Site, 2) Email, 3) Referral, 4) Advert, 5) Other, and 6) Call Campaign.

List Manager


This data item has a main key/value designator of ListBuilding.

The default data items within list building include; 1) Regular, and 2) Voting.


Add or Edit Data Items

Follow the instructions explained on the main Common Data screen. See Common Data.