From the Prospect List page, you can access information about your prospects.
To access the Prospect List page, on the left navigation menu, click Prospect List.
Prospect List Page Features | |
|---|---|
| A | Switch between the Prospects, Contacts, SuperDB, Portfolio, Communication Log, and Notes tabs. The tabs display their titled information for all prospects, which you can sort, filter, and search. |
| B | Change the view. For information on views, see Views. |
| C | Click a prospect's name to open their profile, or right-click a prospect's name and open their profile in a new tab. Multi Select Mode must be disabled, otherwise clicking the prospect's name selects them to be exported, emailed, or scheduled for an appointment. |
| D | When you enable Multi Select Mode on the Prospects or Contacts tab, the Export, Email, and Schedule Appointment buttons appear, allowing you to export, email, or schedule appointments for selected prospects. |
| E | Display or hide inactive students. |
| F | Click |
| G | Click a column header to sort the table by that column and to Search within the column. |
