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).
Related Articles
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 ...
Send email to multiple Prospects
Click on the Prospects module. Click on the check box against Prospect’s name. Click on Email icon on the popup menu (as shown below) A Compose Email window will open, draft the email, and click on the Send button.
Add Note under Prospects Directory
Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will pop up, giving a subject and body content. Click on the Save button.