How do I get a quick overview of my prospects?

Modified on Thu, 15 May at 12:12 PM

Every prospect has its contact card with relevant contact information and an 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 the 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 a distinction between hot and less concrete prospects. Go to menu item Extra -> Administration -> Contact type to add new contact types.

A combination of filters is possible. For instance, the contact type field and the Account Manager field, or a combination of a field and keywords below the contact card. This way, you're able to cross-filter domestic or international keywords and prospects, or products/services field and prospects.