The Prospect List Screen

Use the Prospect List to initiate and maintain productive contact with prospects. You can record customer goals, objections and other details to help you formulate a successful prospecting plan.

Topics related to this screen
Icons used on this screen

HOW TO FIND THIS SCREEN
FEATURE	ROUTE
Calendar	From the main menu, go to Calendar > Prospect List.
Dashboard	From the Main Menu bar, click the Home icon. From the My Prospects tab in the My Business portlet, click the Show All link.

TOPICS RELATED TO THIS SCREEN
FEATURE	PROCEDURES
Calendar	About the Prospect List Determining the Contacts in Your Prospect List Viewing Your Prospect List Manually Adding Contacts to Your Prospect List Refreshing Your Prospect List Creating a Prospect Report Keeping Track of Prospecting Activities Removing Contacts From Your Prospect List

ICONS USED ON THIS SCREEN
ICON	COMMENT
	Allows you to refresh your Prospect List.
	Displays the contact's property and contact information, and when the contact was created and last updated. In addition, details of the last time you communicated with each other are displayed, if applicable. Click a contact's email address or web site to compose an email or display their web site. Click View Properties to display a list of the contact's properties from the Properties tab. Click View Contact to view the Contact Record.
	Allows you to record details of your conversations.
	Enables you to mark an activity as "complete".
	Enables you to remove or exclude a contact from the Prospect List.