Viewing a List of Prospects

 

Tap Sales Pipeline from the Home page to open the Prospects list, where you can initiate and maintain contact with potential prospects. From this list you can call/email your prospects, view an individual prospect's Contact Record and manage their notes.

prospect-list

Note: Only the functionality currently available is highlighted above.

  1. Tap to view the prospect's Contact Record, where you can manage their notes, edit their information and more.
  2. Email the prospect.
  3. Call the prospect.
  4. Add a note by swiping the prospect's name to reveal the Add Note add-note-icon icon. Tap the icon to add a note.
  5. Displays the reason why each prospect is included in the list.
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