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Set up prospect list window

From Exposition, select Set up tables > Prospect list

Prospect List

Lists all of the available prospects by Company name.

Update Lists button

Click to open the Update Prospect Lists window for updating prospect lists.

Delete List button

Click to delete a single prospect list (disabled when all prospects are displayed).

Assign Prospects button

Click to open the List Assignment Options window used for assigning an exhibitor/prospect to a specific salesperson (enables only when prospects are selected from the Prospect List).

Salespersons - Select a salesperson.

List - Select the list you are assigning to the salesperson.

Pre-Load Filters

Exposition - Select the exposition's associated prospect list.

List Title - Select the customer type of a specific list of prospects (defaults to ALL).

Salesperson - Select the salesperson(s) associated with the list (defaults to ALL).

Post-Load Filters

Status Filter - Separate your list using any combination of the following:

Sort Options - Sort your list using any combination of the following:

Total Entries (Filtered)

Displays the total number of prospects listed.

Load List

Click to display the Prospect List on the window.

In This Section

Update Prospect Lists window

See Also

Managing Exposition Prospects

To load a prospect list

To update a prospect list

To load a prospect list from a previous Expo

To delete a prospect list

To delete an individual prospect from a list

To assign prospects to salespeople


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