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Buying Issues are categories you set up to record the criteria your prospect is using to make purchasing decisions e.g. lead time, price, service and so on.
Prior to being able to enter buying issues into CRM, some setup is required. The Buying Issue Type drop down menu must be populated with buying issue types for the user to select; any comments entered by the user pertain to the selected buying issue type. Buying issue types are simply pre-defined buying issues.
To enter buying issue types into your ActiveM database,
1. Click the Lookups section of the OrderStream profile bar and click on the Buying Issue Type icon.
2. Click the White Page icon or go to the Record menu and select Add to add a new Buying Issue Type.
3. Enter the name of the buying issue into the Buying Issue Type field. The Reference field is optional. Click the disk icon to save the new record.
4. Repeat this process for each buying issue you wish to have available for selection in CRM.
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