Buying Modes

The Setup > opportunities > Buying Mode screen is where you can add or modify Buying ModesThe Buying Mode is the Client / Suspect / Prospect's buying attitude.  For example: Overconfident. that will display on the client opportunities screen in the Buying Mode drop-down list.

To Add a New Buying Mode

1. Click [Add New].
2. Enter a Buying Mode.  For example: Very Interested.
3. Enter a brief description of the Buying Mode.
4. Click Save.

To Modify an Existing Buying Mode

1. Select the Buying Mode you wish to modify.
2. Click the Details icon beside the Buying Mode.
3. Modify the Buying Mode.
4. Click Save.