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Managing Prospects

When you open the Sales Prospector home page, a chart is displayed on the left side of the application.

This chart displays the results of the filter at the top of the Sales Prospector home page. The results are displayed as circles on the graph, and are plotted according to the probability of sale and the months that remain to close the sale. This data is based on the customer data that you entered.

To see the name and details of the customers in the chart, hover the mouse over a circle, or, click a circle in the chart to display the following:

  • The customer's full name
  • The product recommended for this customer
  • The projected sales revenue with the customer
  • The probability of the customer purchasing the proposed product
  • The number of months required to close this sale

Published August 2008