The Leads & Prospects manager give you access to Leads and Prospects that are assigned to you without having to search for them. Lead & Prospect Manager features include:
- Review lead lists
- Assign leads to others
- Qualify leads and promote them to prospects
- Disqualify leads and prospects
To view the Leads & Prospects Manager, click “Leads & Prospects” under the Sales menu.
- Leads Tab - This tab shows the list of leads
- Prospects Tab - This tab shows the list of prospects
- Information Icon - Hover your mouse cursor over the icon to see demographic information.
- Status Filters - Select check boxes to control which status codes are included in the view. Leads and Prospects are either Active or Disqualified.
- Lead List Filter - Leads lists are assigned a name when they are loaded. The Lead List Filter allows you to view leads from a specific list. Selecting All shows leads from all lists.
- Key Codes Filter - Key codes are categories of leads. This filter allows you to view leads from one or more key codes within a lead list.
- Assigned To - Select the radio buttons to control which users are included in the view. This filter requires an additional security permission and may not be displayed on your screen.
- Assigned Date - Select this drop down field to control the age of the items in the view
Sorting
To sort Leads or Prospects
- Click on the column header in the table to sort by the column.
- Click on the column header again to sort in descending order.
- Clicking the column header again removes the sort.
Resetting Sorting
- Clear Sort Selections - Clear all sorting from the table.
- Reset Filter and Sort Selections - Reset sorting to the application default.