Configuration summary
Prospect is connected to 8 detected configuration groups and 10 directly matched components. The largest groups include Customer Deposit Matching, Customer Tier Management, Campaign Response Routing, Quote Approval Matrix.
Projects on this record type
| Project | Description | Areas | Direct matches |
|---|---|---|---|
| Customer Deposit Matching | This configuration coordinates customer deposit matching for Sales Tax Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Customer Tier Management | This configuration coordinates customer tier management for Work Order records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Custom Fields | 1 |
| Campaign Response Routing | This configuration coordinates campaign response routing for Prospect records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Scripts / Workflows | 3 |
| Quote Approval Matrix | This configuration coordinates quote approval matrix for Bin records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Journal Approval Controls | This configuration coordinates journal approval controls for Partner records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Price Level Governance | This configuration coordinates price level governance for Serialized Inventory Item records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Item Fulfillment Labeling | This configuration coordinates item fulfillment labeling for Billing Schedule records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |
| Case Follow-up Reminder | This configuration coordinates case follow-up reminder for Vendor records. It connects fields, searches, scripts, and workflow rules so approved users can review exceptions and keep the process moving. | Saved Searches | 1 |