Prospect List (Marketing)EnglishالعربيةfrançaisTagalogहिन्दी

• More Detail

Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List Marketing Contact List Marketing Ratios Report Marketing Reports Prospect (Marketing) Prospect List (Marketing) Print Reminders Sales Pipeline Sales Ratio Report Telemarketing Telemarketing List

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:

• Filtering Lists
• Searching f5 f6 f7
• Customising Lists
• Report Printing Options
• Export Data

How to Access Prospect List

• Select Marketing tab
• Select Prospect List button