Sales Management Prospects Prospects List Definitions
Definitions of the Prospects List (continued)
Prospects List Filters
Each filter available is listed and described below.
Status - A Status is a required field on each Prospect record. The Status is designed to describe where the Prospect is in the Sales Cycle. The User may filter the Prospect list by selecting a single Status code from the drop-down list. The default is All Statuses. Your company creates the list of Statuses available for selection. Status codes are created and maintained in SedonaSetup.
Source - The Source is a required field on each Prospect record. The Source is designed to describe how the Prospect heard about your company. The User may filter the Prospect list by selecting a single Source code from the drop-down list. The default is All Sources. Your company creates the list of Sources available for selection. Source codes are created and maintained in SedonaSetup.
Sales Department - Each Salesperson is assigned to one or multiple Sales Departments. When a new Prospect is created this is a required field. Your company may have one or multiple Sales Departments. The User may filter the Prospect list by selecting a single Sales Department from the drop-down list. The default is All Sales Departments. Your company creates the list of Sales Departments available for selection. Sales Department codes are created and maintained in SedonaSetup.
Salesperson - Each Prospect is assigned to a Primary Salesperson and an optional 2nd Salesperson. This filter only works with the Primary Salesperson assigned to the Prospect. The User may filter the Prospect list by selecting a single Salesperson from the drop-down list. The default is All Salespeople. If the Sales Management setup limits the User to see only their own Prospect records, this filter is not used.
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