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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:
    1. Press Tab in the Id field to open the Expo Prospect - Name/Address window.
    2. Enter a Member Type (required) and all other applicable information about the new prospect.
    3. 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.

See Also

Adding Prospects

Add a Prospect window


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