The following table defines the Prospect reports available in Top Producer CRM, a description of these reports, and the locations from which the report can be produced. All reports can be produced from the My Business Area and the Prospect List Screen
|Report Name||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 listing all contacts you have chosen to exclude from your Prospect List.|
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