1.5 Prospect List Getting Started Checklist:

  1. What is the Prospect List?
  2. What data is shown on the Prospect List?
  3. How do I view/update the Prospect Profile?
  4. How can I view all the Prospect Activity?
  5. Where do I find the Prospect Activity Shortcut Buttons?

1. What is the Prospect List?


This is the List view of each Prospect shown when you click on the Main Menu "Prospects". The List Tab is composed of Prospect detail information for you to view at a glance up to 25 Pros to a page at a time in order to optimize screen loading times:


Each Prospect is colour coded based on the Follow Up Status date:


Grey/White indicating a Follow up Event set for to occur in X Days in the future from Today:

Yellow indicating a Follow up Event set for Today:

Pink indicating a Follow up Event Past Due or Yesterday or X Days Ago from the Date Added:


2. What data is shown on the Prospect List?


You can select anything you like in the prospect list by clicking on the Select Column icon and choosing the Prospect Data to view in the List. Click Update Columns and the items you have selected with update in your List. The items you select will only effect your user login View and not other users. Each user can select their own View and the system will retain that same View each time the user logs in:



3. How do I view/update the Prospect Profile?


Clicking on the Name of the Prospect or using the Edit, (Update Status or Add Communication) icons to the right of will allow you to view the Prospect Profile and perform Activities:



4. How can I view all the Prospect Activity?


To view all the Activity or Perform a new Activity on any Prospect you can click the + icon to the left of the Prospect Name in the list to expand on Activity for the Prospect. All the Activities for the Prospect will be listed by date with icon options to right to edit/update/view the Activity in more detail:



Different Activities may include many different actions such as Events, Status Changes, SMS, Email, etc. and depending on the Activity the icon option to the right will reflect this. Completed Events for example can only be viewed but Pending Events can be updated:



5. Where do I find the Prospect Activity Shortcut Buttons?


To quickly update or perform common Prospect Activities (Send Email, Send SMS, Add Event, Add Note, Update Status) you can use the Shortcut buttons found at the top right when you expand the Activities List for without having to open up the Prospect Profile: