Add a Prospect window

From Exposition, select Manage prospect lists, select an exposition, click Load Prospect List, and click Add New Prospect

Id

Enter the ID of the prospect you are adding. Select the Find icon to look up an ID.

List Name

Select a prospect list.

Salesperson

Select a salesperson.

To add a prospect

1.  From Exposition, select Manage prospect lists to open the
Manage prospect lists window.

2.  Select an Exposition.

3.  Click Add New Prospect to open the Add a Prospect window.

4.  Enter the prospect's Id (select the Find icon to look up an ID). If adding a new prospect that does not have an ID, do the following:

□    Press Tab in the Id field to open the Expo Prospect - Name/Address window.

□    Enter a Member Type (required) and all other applicable information about the new prospect.

□    Click Save to return to the Add a Prospect window.

5.  Select a List Name (select NONE if you do not want to assign the prospect to a specific list).

6.  Select a Salesperson (select NONE if you do not want to assign the prospect to a specific salesperson).

7.  Click Save.