HSO | ProServ
projects360 for Project Operations — 10.0.28
  • 10.0.43
  • 10.0.42
  • 10.0.41
  • 10.0.40
Table of Contents
HSO | ProServ
  • projects360 for Project Operations — 10.0.28
    • projects360 for Project Operations — 10.0.43
    • projects360 for Project Operations — 10.0.42
    • projects360 for Project Operations — 10.0.41
    • projects360 for Project Operations — 10.0.40
GrabGrab
GrabGrab
  • Introduction
  • What’s new in version 10.0.28
    • What’s new in version 10.0.26
  • Initial configurations
    • Finance and Operations
      • projects360 integration parameters
      • projects360 parameters
      • Dual-write sync from Finance and Operations to Project Operations
      • Periodic tasks
    • Project Operations
      • Company parameters
      • Financial dimensions
      • Autonumber settings
      • Project parameters
      • Contract reason codes
      • Qualify lead parameters
  • Opportunity management
    • Opportunity sales process
    • P-project (Proposal project)
    • Opportunities for Leads (non-customers)
    • Opportunity lines
      • Project Draft
      • Auto-create Quote for project draft
      • Close as Won/Lost and Reopen line
    • Opportunity header close as Won/Lost
  • Contract management
    • Project contract
    • Project contract line
      • Create contract line from project
  • Project management
    • Projects
    • Project tasks
      • Copy Tasks from Project
    • Subprojects
      • Copy Estimated to Original contract
    • Release process
    • Actuals
  • Version History
    • Release Notes v10.0.28

Qualify lead parameters

Update the “Qualify lead experience” parameter as “No” in the System settings which will prompts users to choose which records to be created. This is required as part of enhancement to current “Qualify lead” logic to create new account as “Prospect”. Also, existing logic when opportunity line is won will be enhanced to update “Prospect” as “Customer”.

Go to Advanced Settings > Administration > System Settings > Sales tab

Contract reason codes
Opportunity management
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