The following table defines the Prospect reports available in Top Producer 8i, a description of these reports, and the locations from which the report can be produced.
Report Name |
Produce From |
Report description |
Prospect List |
A report that displays a list of all prospects, including their address and contact information, why they were added to the Prospect List, the latest notes entered and the last communication date. |
|
Prospect Activity Report |
A report that lists all related activities you have done for each prospect, including activities you have marked done, any follow-up calls you have scheduled, and any notes you have added. This report also lists the prospect's contact method and why they were added to the Prospect List. |
|
Excluded from Prospect List |
A report that lists all contacts you have chosen to exclude from your Prospect List. |