Search, Filter, & Manage Prospects

Search, Filter, & Manage Prospects

1. Navigate to Prospects.
2. Quickly search for prospect by typing in the Search Prospects field.
3. You can also add filters to narrow down your search.
    
    
4. Using the Service Category filter will also help in your searches.  
   
    
5. Access a Prospect by clicking on their name. This will open up their Prospect Profile. 
   
   
    

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