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To load a prospect list

  1. From Exposition, select Set up tables > Prospect list to open the
    Set up prospect list window.
  2. Select the Pre-Load Filters:
    1. Select an Exposition.
    2. (Optional) Select a List Title.
    3. (Optional) Select a Salesperson.
  3. Click Load List to display the list of prospects, and select one or more Post-Load Filters for the prospect list.

See Also

Managing Exposition Prospects

Set up prospect list window

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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