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Setting Your Preferences

Before using Sales Prospector, you can set your preferences, for example, you can set the projected revenue range and so on.

To set your preferences

  1. Log in to Sales Prospector.
  2. Click Preferences.

    Sales Prospector displays the User Preferences window.

  3. Enter new values for the following settings:
    • Search Options. Use the following options to change how you search for prospects.
      • Default Purchase Probability. Changes the default setting for the Purchase Probability filter. For example, you can change the default setting from 100% to 75%.
      • Maximum Projected Revenue (000's)$. Changes the maximum amount of revenue estimated for each sales recommendation. The setting you enter in this field determines the intervals in the Projected Revenue Filter; these intervals are usually 10% or one-tenth of the maximum projected revenue. For example, if you enter $100,000 as the maximum projected revenue, the intervals on your revenue range filter increment and decrement in steps of $10,000. Also, any projected revenues less than the interval value, in this case, $10,000, do not display in the graph. The maximum projected revenue is $999 billion.
      • Default Projected Revenue (000's)$. Changes the default setting for the Projected Revenue filter. For example, you can change the default setting from $0 to $20,000. The default projected revenue cannot be more than the maximum projected revenue.
    • Display Options. Use the following options to change how you display prospects.
      • Maximum Number of Prospects. Changes the maximum number of prospects displayed in the graph. The upper limit for this option is 100 prospects.
      • Maximum Number of References. Changes the number of references that are displayed for each sales recommendation. The upper limit for this option is 50 prospects.
      • Maximum Number of Products. Changes the number of products that are displayed for each sales recommendation. The upper limit for this option is 50 products.
  4. Click Save.
  5. Click the Home link at the top of Sales Prospector to refresh the page and to display your changes.

Published August 2008