Sales Management Prospects Prospects List Definitions

Definitions of the Prospects List (continued)

Prospects Function Buttons

The grid section of the Prospects List contains several columns of information; each column is described below.

  Prospects - Pressing this button will display a list of all active Prospects.  If any filters were selected, the Prospects displayed in the grid will be those that meet the filter criteria.

  Contacts - Pressing this button will display a list of all active Contacts.  If any filters were selected, the only the Contacts linked to the Prospects that meet the filter criteria will be displayed.

  Re-flags - Pressing this button will display a list of all Prospects marked for Re-Flag.  If any filters were selected, only the Prospects that meet the filter criteria will be displayed.

  QuoteWerks - This will only be displayed if the QuoteWerks application is installed on the workstation.  Pressing this button will launch the QuoteWerks application.

 

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