<< Click to Display Table of Contents >> Navigation:  Prospect Tracking System > Prospects Form > Prospects Form Actions Icons > Documents This Help File Page was last Modified on 11/01/2015

❑The Prospect Options Menu on the Prospects Form's Navigation Menu provides access to the Documents option

•Documents - Click the Documents Icon to have access to the Document stored for this Prospect.

 

 

✓Select one of those Document Titles to open that specific Document immediately.

 

 

•See the Documents chapter within the Accounts Receivable module for a detailed explanation of this powerful feature.