From Exposition, select Set up tables > Prospect list, click , and click
Assign To
(Optional) Select a salesperson to assign to the selected prospect list. The salesperson is also referred to as the login because iMIS recognizes the salesperson by their login name.
List Name
Select or enter a name that is representative of the prospect list.
By Member Type
Enable to create a prospect list by Member Type.
Member Types - Enter the customer type used to create the list (select the Find icon to select from available customer types). To enter more than one customer type, place a comma (no spaces) between codes (for example, M,NM,CM).
Import AdHoc Result
Enable to create a prospect list using an AdHoc search (opens the Select import file window). Once the search selects the records that meet your criteria, you can import that file as a prospect list.
By Activity/Expositions/ Demographics
Enable to define specific search instructions for creating a new list (opens the Select Search Instructions window).
Prospects from a previous Expo
Enable to select prospects from a previous exposition (opens the Previous Expo window):
10.6 Production Release. Updated 2/24/2006 11:16:15 AM
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