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Sales Management Prospects Prospects List Definitions
Definitions of the Prospects List (continued)
Prospects List Grid
The grid section of the Prospects List contains several columns of information; each column is described below.
Name - The name entered on the Prospect record is displayed in this column.
Company - This column is only displayed if the option at the lower left of the Prospect List, Show Company Name, is selected. If the Prospect was flagged as a Commercial Type, the name of the Company entered on the Prospect record will display in this column. This column will be blank for Residential Type Prospects.
Address 1 - This column displays the information entered into the Address Line 1 field of the Prospect record.
Phone 1 - This column displays the information entered into the Phone 1 field of the Prospect record.
Department - This column displays the Sales Department that was selected on the Prospect record.
Salesperson - This column displays the name of the Primary Salesperson entered on the Prospect record.
# Days - This column displays the number of Days Old of the Prospect record. The counter begins from the date the Prospect record was created. If an older Prospect record is reactivated, the counter continues from the date the Prospect was originally created; this cannot be modified.
Follow Up - This column displays the current Follow Up date entered on the Prospect record. If the Follow Up date is prior to today's date, the Prospect row will be displayed in a red font.
Status - This column displays the current Status of the Prospect record.
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