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To update a prospect list

Before you can create a prospect list, you first must define an exposition for the list.

  1. Load a prospect list. See To load a prospect list.
  2. Click Update Lists to open the Update Prospect Lists window.
  3. (Optional) Select a salesperson from the Assign To field.
  4. (Optional) Enter or select a List Name.
  5. Enable an option for updating your prospect list:
    • By Member Type
    • Import AdHoc Result
    • By Activity/Exposition/Demographics
    • Prospects from a previous Expo
  6. Click OK.

See Also

Managing Exposition Prospects

Set up prospect list window

To load 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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