Prospect Report

Use the Prospects report to see a list of prospective customers.

HINT-- You can use the Prospects report as a calling sheet, or as a quick overview of your prospective customers.

To view prospects in a different arrangement, follow these steps:

  1. Click the More Details checkbox.
  2. Click in the Breakdown popup field, and choose Entered By, Sales Rep, Source or Status.
  3. Click the Update button to see the new report.

To change the data that shows in the table, use the Custom Layouts command.

For more about using reports, click here.