Enter Potential

Explanation

This activity is used to view, modify, or enter information about the account potential. The potential defines how important this account is to your company, compared to other accounts, and the growth level expectation. This can be carried out by a user who has access to CRM data.

Prerequisites

This activity has no prerequisites.

System Effects

A value for account potential is created and is available for use in the CRM information on the account record.