Activity Reason Settings

(Lead Reason)

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Support Files: None

Use this routine to create reason codes, which you use when moving a lead/contact to Lead History for any reason other than the invoicing of a sale. Codes entered here are acceptable entries in the Auto Archive Reason Code field of the Sales Lead System Control Settings (Contact Management ACF), which allows the automatic archiving of leads/contacts at EOD (End-of-Day) Also known as day-ending processing, an automated process you run at the end of a business day to update daily files. after a user-specified number of days of inactivity.

Lead Reason codes are also acceptable responses at the Reason prompt whenever a Lead/Contact is moved to history manually.

Lead ReasonEnter a code for this activity reason (up to 6 characters) explaining why a sales lead is being moved to history (that is, a reason other than 'invoicing').

DescriptionEnter a description of the activity reason.