Refreshing Your Prospect List

It is recommended that you refresh your Prospect List frequently to ensure the list is current and accurate. 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, those added because they match criteria you have applied will not appear in the list until you refresh it. The last time it was refreshed appears on the Prospect List screen. Example:triangle.gif

Note: Depending on the time of day and how many lists are currently being processed, refreshing your list may take some time. If there is a delay in processing your request, the list will be unavailable and the word "Refreshing" appears in the top right. During this time, you can still work in 8i and check back periodically to see if your list has been processed.

To refresh your Prospect List:

  1. Open the Prospect List screen. How?triangle.gif

  2. Click the Refresh List refresh_prospect_list.png icon.

  3. Your Prospect List is updated. Why each prospect is included in the list appears in the Reason column. Example:triangle.gif

  4. You can manually add or remove contacts, or print prospect reports.

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