Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Set Up and Track Lead/Contact Information

Follow the procedures in this section to set up lead/contact information and track leads/contacts based on status, qualified stage, and other information.

You may need to accomplish several screens first before accessing the Manage Leads and Contacts application as data from these screens are used in Manage Leads and Contacts.