Switch Between Active, Linkedin or All Prospects
- Click on the Prospects module.
- To toggle between Active prospects and All prospects, click on the prospect button.
- To switch between LinkedIn Imports and Active prospects, click on the down arrow (as shown below).
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View Active deals for a Prospect
Navigate to the Prospects module. Click on the Prospect Name for which you want to view Active Deals. Click on the Active Deals. On the right-side Active Deals window will open with the Deal names.
Mark a Prospect active or deactive
Click on the Prospects module. Click on the Prospect name. Click on the prospect details tab (as shown below). Click on the edit details. Click on the Is Active and select Yes (for Active) or No (for Deactivate). Click on the Save button.
View All 'Active Deals' for an Account
Navigate to the Accounts module. Click on the Account Name for which you want to view the Active Deals. Click on the ‘Active Deals’ tab. The system will show the Active Deals with that Account. Note: The logged-in user will see the Deal Locked icon ...
View All 'Active Deals' for a Contact
Click on the Contacts module. Click on the Contact. Click on the Active Deals. Deals in which you are a part of will be unlocked and others will be locked (as shown below).
Mark a Contact Active or Deactive
Click on the Contact tab. Click on the contact’s name. Click on the Contact Details. Click on the Edit Details. Select Yes or No from Is Active drop-down menu. Click on Save.