Prospects in Projetex have two types of contact information: general contact information (usually of a company rather than a person) and the contact information of the contact information of prospect's contact persons (Contacts Tab of Prospect Window). General contact information of a prospect can contain the following data:
E-mail (up to 2) — maximum 250 characters. The Send button becomes active only if a valid e-mail address is entered.
Phone (up to 4) and Fax numbers — maximum 250 characters each.
Notes — a plain text note, not limited by a number of characters.
General contact information of a prospect can also be added to templates with the help of Client Template Variables
See also: