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.
ss9035