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To load a prospect list from a previous Expo

  1. Update a prospect list. See To update a prospect list.
  2. Enable Prospects from a previous Expo to open the Previous Expo window.
  3. Make a selection from the Exhibition list, and enable the status filters you want to Include.
  4. Click OK to generate the results of the search.
  5. Click Yes to view the results of the search on the Search Results window.
  6. Click OK on the Search Results window.
  7. Click Yes to add the results of the search to the prospect list.

See Also

Managing Exposition Prospects

Set up prospect list window

To load a prospect list

To update a prospect list

To delete a prospect list

To delete an individual prospect from a list

To assign prospects to salespeople


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