Every prospect has its own contact card with relevant contact information and archive with communication and agreements from the past. To create a selection, for instance all your prospects:
- Go to the field ‘Contact type’ on the card;
- Click on the field just once;
- Choose 'Filter on' in appearing popup;
- Type ‘Prospect’ and press enter or ‘Filter contacts’;
- All prospects are shown in the left column;
- TIP: create a separate contact type ‘Hot prospects’ or similar to make distinction between hot- and less concrete prospects. Go to menu item Extra -> Administration -> Contact type to add new contact types.