From the Multiple Prospects View (Formally known as the Prospect List Page), you can access information about all your prospects. To access this page, on the left navigation menu, click Prospects > Multiple Prospects.
Prospect List Page Features | |
|---|---|
A | Switch between the Lookup, Contacts, SuperDB, Portfolio, Communication Log, and Notes tabs. The tabs display their titled information for all prospects, which you can sort, filter, and search. |
B | Change the view. For information on views, see Views. |
C | Click |
D | Display or hide inactive students. |
E | Click |
F | Click a column header to sort the table by that column and to Search within the column. |
next to a prospect's name to open the Single Prospect View.
to filter the data in the table. For more information, see