Quickly locate prospects by various criteria such as name, contact details, referral source, or other demographic information.
Advanced filters may also be used to narrow down the search based on specific needs or conditions.
👉Jump To [Search, Filter, & Manage Prospects] [Helpful Tips]
Search, Filter, & Manage Prospects
- Navigate to Prospects.
- Quickly search for prospect by typing in the Search Prospects field.
- You can also add filters to narrow down your search.
- Using the Service Category filter will also help in your searches.
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Access a Prospect by clicking on their name. This will open up their Prospect Profile.
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Helpful Tips
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