Multiple Prospect View - The Prospect List Page

From the Multiple Prospects View (Formally known as the Prospect List Page), you can access information about all your prospects. To access this page, on the left navigation menu, click Prospects > Multiple Prospects.

Prospect List Page Features


Switch between the Lookup, Contacts, SuperDB, Portfolio, Communication Log, and Notes tabs. The tabs display their titled information for all prospects, which you can sort, filter, and search.


Change the view. For information on views, see Views.


Click next to a prospect's name to open the Single Prospect View.


Display or hide inactive students.


Click to filter the data in the table. For more information, see Filter Data on the Prospect List Page.


Click a column header to sort the table by that column and to Search within the column.

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