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Prospect List (Marketing)

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Overview

A Lead becomes a prospect when an appointment has been set for them. You can also create a Prospect from the Prospect screen in the same way that you would create a Marketing Contact or Lead. The Prospect List is a list of all prospects. It has default filters for Active Prospects, Inactive Prospects and All Prospects

Ways Lists in ERP can be Manipulated:

How to Access Prospect List

  • Select Marketing tab
  • Select Prospect List button