If contacts meet the pre-defined criteria you have chosen to apply, they are added to your Prospect List for follow up. To apply pre-defined criteria From the main menu, hover […]
Read More...You can define your own custom criteria, which can be based on contact status values and the frequency of Market Snapshot views. For information about using pre-defined criteria, see How to […]
Read More...You can remove a single contact from your Prospect List, or remove multiple contacts. As soon as you remove records from the Prospect List, the list is immediately updated to […]
Read More...If you Remove contacts from your Prospect List, after you refresh the list, the contacts meeting the criteria you have applied will reappear unless you exclude them. Excluding contacts from […]
Read More...Below is a list of each available pre-defined criteria (rule) that can be used for selecting contacts to be included in your Prospect List. For information about applying or removing […]
Read More...Your Prospect List is refreshed when you apply or add a custom rule. In addition, contacts that you manually add to your Prospect List appear immediately in the list. However, […]
Read More...The following table defines the Prospect reports available in Top Producer CRM, a description of these reports, and the locations from which the report can be produced. All reports can […]
Read More...There are two areas in Top Producer CRM where you can view your list of prospects – the My Prospects tab on the Dashboard and the Prospect List page (via […]
Read More...The Prospect List feature compiles a list of contacts that match specific criteria, indicating that follow-up is needed. Use this list as a reminder, and as an organizational tool, for […]
Read More...Once you begin your prospecting efforts, it’s important to keep track of the actions you have taken by marking activities done. You can also record the details from any conversations […]
Read More...If contacts meet the criteria you have chosen to apply, they are automatically added to your Prospect List. However, you can also manually add contacts to your Prospect List. Note: […]
Read More...There are three prospect reports available to help keep you organized and on top of your prospecting efforts – the Prospect List, Prospect Activity Report and the Excluded from Prospect […]
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