Top Producer® 8i CRM: How to Generate a Prospect List using Pre-Defined Criteria

If contacts meet the pre-defined criteria you have chosen to apply, they are added to your Prospect List for follow up.

To apply pre-defined criteria

  1. From the main menu, hover over the Calendar menu and click Prospect List.
  2. Click the Edit Settings Link.
  3. Click the Basic or Advanced tab.

    edit-settings

  4. Select the check boxes adjacent to the criteria that you want to apply. Click here to view descriptions of the available pre-defined criteria.

    select-settings

  5. Click Save and Refresh List when done. The Prospect List is immediately updated with contacts that meet the criteria you added.
Example: Include only New and Engage contacts or leads that have not been contacted for over a week

If you would like only New and Engage contacts or leads that have not been contacted for over a week to appear in your Prospect List:

  1. From the Edit Settings pop-up window make sure the Basic Tab is selected.

    example-basic

  2. Uncheck all options except for New and Engage contacts or leads that have not been contacted for over a week.

    example-basic-newengage

  3. Click on Save & Refresh List. Your Prospect List will now display only New and Engage contacts or leads that have not been contacted for over a week.

    save-and-refresh

Log in to generate a Prospect List using pre-defined criteria.


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