Viewing Your Prospect List

There are two areas in 8i where you can view your list of prospects — the My Prospects tab on the Dashboard and the Prospect List page (via the Calendar > Prospect List menu item). The number of prospects displayed in these two lists varies. More Info:

Note: It is good practice to refresh your Prospect List frequently to ensure the list is current and accurate. For more information, see "Refreshing Your Prospect List".

Viewing your short list on the My Prospects tab

When your Prospect List is generated, 8i also creates a short list (My Prospects) and prioritizes your prospects to make it easier for you to determine who to focus on. For information on how 8i determines prospect priority, click here.

To view your short list:

1. From the Main Menu bar, click the Home icon.

2. From the My Business portlet, click the My Prospects tab.

Your short list of prospects appears.



3. All you need to manage your list and begin your prospecting efforts is readily available. More Info:

   From here you can:

   • Modify the settings that determine the contacts in your Prospect List.

   • Add, remove and exclude records from the Prospect List. Any changes you make to this list are also reflected on the Prospect List page.

   • Keep track of actions you have taken and record the details from any conversations you have had. You can also schedule a follow-up call so you can ensure regular communication with the prospect continues. For more information, see "Keeping Track of Prospecting Activities".

   • Create a prospect report to help keep you organized and on top of your prospecting efforts.

Viewing your complete Prospect List

From this page you can display your complete Prospect List or choose to display only prospects that match a particular criterion. For example, you can display only those contacts that are ready to buy/sell soon that you have not contacted for 7 days.

To view your complete Prospect List:

1. Open the Prospect List screen. How?

   • From the main menu, go to Calendar > Prospect List.

Your complete Prospect List appears. By default, all prospects—regardless of why they were added to the list—appear.

2. To display only prospects matching a specific criterion, click Show breakdown and then click the appropriate filter. For example, to display new leads that you have never contacted, click Show breakdown > New, never contacted.

3. All you need to manage your list and begin your prospecting efforts is readily available. More Info:

   From here you can:

   • Modify the settings that determine the contacts in your Prospect List.

   • Add, remove and exclude records from the Prospect List. Any changes you make to this list are also reflected on the Prospect List page.

   • Keep track of actions you have taken and record the details from any conversations you have had. You can also schedule a follow-up call so you can ensure regular communication with the prospect continues. For more information, see "Keeping Track of Prospecting Activities".

   • Create a prospect report to help keep you organized and on top of your prospecting efforts.