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Update Prospect Lists window

From Exposition, select Set up tables > Prospect list, click Load List, and click Update Lists

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):

See Also

Set up prospect list window


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