Previous Topic

Next Topic

Manage prospect lists window

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

Displays a list of 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 login ID will display. See Defining Exposition Options for additional information.

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

Click to open the Select Company Filter window used for displaying 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

Click to open 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

Click to open 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

Click to open the Exposition Orders window used for entering and editing orders. See Processing 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

Click to open the Expo Prospect Reports window used for processing letters, labels, and mail merges.

Add New Prospect button

Click to open 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.

See Also

Loading Prospect Lists

To load a prospect list


ASI logo 10.6 Production Release. Updated 7/19/2005 2:29:14 PM
© Copyright by Advanced Solutions International, Inc. All rights reserved.