From Exposition, select Manage prospect lists
Exposition
Select an exposition from the list. A detailed Description of the exposition displays to the right.
Total Entries
Displays the total number of prospects.
Prospect List
Lists all prospects for the exposition, including name, date, and status. Scroll to the right to see the prospect's last activity and customer type.
Pre-Load Filters
List Name - Select the list of prospects you want to display.
If Enforce list Security by Logon Id is enabled when defining the exposition, only the prospect list assigned to the logon name for a specific iMIS user will display. See Defining Exposition Options for more.
Post-Load Filters
Prospect - Enable to display prospects that have not signed up (and are not on the wait list) but have not declined to exhibit.
Signed-up - Enable to display prospects who already have purchased an exposition product.
Cancelled - Enable to display prospects who have canceled an order.
Declined - Enable to display prospects who have declined to exhibit.
Sort Order
Name - Enable to list prospects alphabetically by last name.
Date - Enable to list prospects by the date that prospect was first added or entered.
Status - Enable to list prospects according to status (Prospect, Signed up, Canceled, or Declined).
Select Company Filter button
Opens the Select Company Filter window to display specific company records.
Clear Company Filter button
Click to clear the filter entered on the Select Company Filter window.
Load Prospect List button
Click to display the prospect list.
Exhibitor Sales button
Opens the Expo Sales window, which lists the exhibiting company's sales activities. You also can view predefined scripts for soliciting exhibitors and information about reserved booths.
Exhibitor Info button
Opens the Exhibitor Information window used for defining exposition-specific information for the exhibitor, such as products exhibited or contractors selected. See Entering Exhibitor Information for detailed information.
Process Order button
Opens the Exposition Orders window used for entering and editing orders. See Processing Orders (see Exposition Orders) for detailed information.
Select All button
Click to select all records. iMIS places a > next to all records, indicating they are selected.
Deselect All button
Deselects all records. iMIS removes the > next to all records, indicating they are no longer selected.
Reports/Letters button
Opens the Expo Prospect Reports window used for processing letters, labels, and mail merges.
Add New Prospect button
Opens the Add a Prospect window used for adding individual prospects to the prospect list.
Declined button
Click to set the selected prospect's status to Declined.
To load a prospect list
1. From Exposition, select Manage
prospect lists to open the
Manage prospect
lists window.
2. Select an Exposition from the list.
3. Filter the list:
□ Select a List Name filter (defaults to All).
□ (optional) Click Select Company Filter to open the Select Company Filter window. Enter a company search string. For example, enter a C to view all companies that start with the letter C.
4. Click Load Prospect List to display a list of prospects. If a message prompts you to narrow your search, click OK, and refine your prospect list filters.