Prospect responsibilities (form)
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Click Sales and marketing > Common > Prospects > All prospects. On the General tab in the Setup group, click Responsibilities.
Use this form to refine the responsibilities of sales personnel regarding a specific prospect. This information provides a more detailed overview of the interaction between the company and the prospect.
You can also include employees other than sales personnel in this form to achieve a better overview of the tasks, responsibilities, and number of employees the prospect encounters with your company.
The responsibilities that are used here are set up and maintained in the Responsibilities form.
Note
The responsibilities in the Responsibilities form do not affect employee job titles or job areas specified elsewhere. The responsibilities defined here only refer to the employee's work and responsibilities related to the prospect.
Navigating the form
The following tables provide descriptions for the controls in this form.
Tabs
Tabs |
Description |
|---|---|
Overview |
View or create prospect responsibilities. |
General |
View or modify the selected responsibility. |
Buttons
Buttons |
Description |
|---|---|
Apply all |
Apply all responsibilities to the selected prospect. |
Apply selected |
Apply only the selected responsibilities to the selected prospect. |
Fields
Field |
Description |
|---|---|
Responsibility |
View or select a prospect responsibility for the employee. |
Worker |
View or select the employee number assigned to the prospect responsibility. |
Description |
View or enter a brief description of the responsibility. |
Employee name |
View or enter the name of the employee assigned to the prospect. |
Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).