The following table defines the Prospect reports available in Top Producer 8i, a description of these reports, and the locations from which the report can be produced.

Report Name Produce From Report description
Prospect List The My Business Area

The Prospect List Screen

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 The My Business Area

The Prospect List Screen

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
The My Business Area

The Prospect List Screen

A report that lists all contacts you have chosen to exclude from your Prospect List.