Horizon Online Support

    2.2 List Values (Action Options)

The options/fields within the Define Import are as followed:

• Action Subject
  Pre-defined subjects available for selection for an Action.
  (e.g. Existing Business, New Business, Lead, Prospect Working On)
  
• Action Reason
  Pre-defined reasons available for selection for an Action.
  (e.g. Account Review, Issue New Contract, Spend In Decline, Book Appointment)
  
• Action Type
  Pre-defined types available for selection for an Action.
  Only works if has access to Management/Setup.
  
• Action Stage
  Pre-defined stages available for selection for an Action.
  (e.g. Quoting, Appointment Booked, Unable To Make Contact, In Discussions)
  
• Action Outcome
  Pre-defined outcomes available for selection for an Action.
  (e.g. Account Opened, Follow Up Appointment Booked, Need To Improve Terms, Awaiting Call Back)
  

Back To Horizon > Customer Relationship Management