To assign prospects to salespeople
Assigning prospects to salespeople is a key feature of the Exposition Management module. Organizations with several salespeople can track and manage their sales activities by assigning prospects and prospect lists to each salesperson.
- Load a prospect list. See To load a prospect list.
- Select one or more prospects from the Prospect List (enables the Assign Prospects button).
- Click Assign Prospects to open the List Assignment Options window.
- Select from the list of Salespersons (press Shift to assign the prospects to multiple salespeople).
- Select or enter a List you are assigning to the salesperson(s).
- Click OK to assign the list. (If assigning prospects to multiple salespeople, a message prompt displays.)
- (Multiple salespeople only) Click Yes to randomly assign prospects to multiple salespeople.