Manage Lead Rating Types

Use this screen to enter and maintain lead rating types.

These lead rating types are used on the Manage Leads and Contacts screen to identify the general rating of a lead or contact.

If you have multiple companies, you can set up and maintain lead rating type codes in any company and use them across all companies. The code, however, must be unique in a single Costpoint database.

Note: This application is available only if you are licensed for CRM & Contracts.