General
Filter Names
Name the Custom Filters 1 through 8. Recommendations for these Fields are Sales Representatives and or Account Executives, Region, Source, Prospect Type, Prospect Industry Etc. A Source list is not included in the standard Sales Module fields. If this is required, it must be added as one of the eight filter options.
Email Attachments
If this box is populated, emails that are saved in the Prospect record will not include the PDF attachment of the documents sent.
Leads
If this option is populated, a Prospect record may be selected on a Lead. The Lead that contains the Prospect may not be booked until the Prospect has been converted into a Corporate Client.
After selections have been made, choose 
to save changes.
to save changes.