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

Contents of the Manage Lead Rating Types Screen

Use the fields and options to configure the Manage Lead Rating Types screen.

Table Window

Use this table window to view and/or enter lead rating types. Click New to add a new line.

Field Description
Lead Rating Type Code

Enter a code to uniquely identify this lead rating type.

There are three Costpoint-defined lead rating type codes that display automatically in this field. You cannot modify or delete these codes. Costpoint-defined codes are as follows:

  • COLD
  • HOT
  • WARM

For user-defined codes, once the code is used in a record on the Manage Leads and Contacts screen, you will not be able to delete it on this screen.

Lead Rating Type Description Enter a description for new lead rating type codes. For existing codes, you can modify this field for both user- and system-defined lead rating type codes.
Show in Lookup

This check box is selected by default for both user- and system-defined lead rating type codes, but you can modify it. Keep it selected to display the lead rating type code in the lookup of the Rating field on the Manage Leads and Contacts screen. Only those codes that are available in the lookup can be used for new records in Manage Leads and Contacts.

If you clear this check box for a code that was already used in an existing record on that screen, you will still be able to save that record as long as you do not replace the lead rating type code for that record.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.