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Adding Prospect Demographic Information

Paige Freeman
  • Updated

The Demographic Info tab on the Prospect Summary provides detailed demographic data on a prospect.

To enter demographic information:

  1. From the Prospect Summary, select the Demographic Info tab.
    The Demographic Information page displays.
  2. Select the edit pencil to open the fields for edit.
  3. Select the Staff Range from the drop-down.
  4. Enter the Staff Size.
  5. Select the Job Function of the prospect from the drop-down.
  6. Select the Revenue Range from the drop-down.
  7. Enter the Revenue.
  8. Enter information in the Comments section.
Screen Element Description
Staff Range Drop-down. The number of employees for the prospect.
Staff Size Text box. The size of the staff in the company demographic.
Job Function Drop-down. The job function or position of the individual. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "JOB_FUNCTION" system type.
Revenue Range Drop-down. The range that represents the revenue earned for a company demographic. Values in the drop-down are populated based on the non-fixed codes defined for the CUS "REVENUE_RANGE" system type.
Revenue Text box. The amount of revenue for a company demographic.
Comments Text box. A free-form field used to add additional comments on the prospect’s demographic information.