Customer Entry

The code operators will type.

Suspect and Prospect become Customer in place, keeping the same record.

Where this relationship came from. Epicor has no such field, so campaign ROI cannot be attributed there at all.

Which language a quote, order confirmation, or statement is printed in for them. Configured under Setup > Code Lists > Language.

Customer service rep — distinct from the sales rep.

Blank or zero means unlimited, as in Epicor.

A short code — hot/warm/cold, A/B/C, whatever this company's sales team already uses.