Prospect Management

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

Article Title Play Video Mobile Steps
About the Prospect List Video
 
Viewing Your Prospect List Video Available
Manually Adding Contacts to your Prospect List Video  
Refreshing your Prospect List Video  
Managing your Prospecting Activities Video  
Removing Contacts From your Prospect List Video  
Excluding Contacts From your Prospect List Video  
How to Generate a Prospect List using Custom Criteria Video  
How to Generate a Prospect List using Pre-Defined Criteria Video  
Creating a Prospect Report Video  
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