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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.

  1. Load a prospect list. See To load a prospect list.
  2. Select one or more prospects from the Prospect List (enables the Assign Prospects button).
  3. Click Assign Prospects to open the List Assignment Options window.
  4. Select from the list of Salespersons (press Shift to assign the prospects to multiple salespeople).
  5. Select or enter a List you are assigning to the salesperson(s).
  6. Click OK to assign the list. (If assigning prospects to multiple salespeople, a message prompt displays.)
  7. (Multiple salespeople only) Click Yes to randomly assign prospects to multiple salespeople.

See Also

Managing Exposition Prospects

Set up prospect list window

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


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