Displaying Contact or Prospect Information from the Contacts or Prospects Lists View

The following procedure shows how to view contact or prospect information from the Contacts or Prospects List view.

To view contact or prospect information from the Contacts or Prospects List view

  1. Navigate to the List Management screen, then the Lists view.

  2. From the List Management link bar, click Contacts or Prospects.

    Depending on which you chose, the Prospect List view or Contact List view appears.

  3. Select the record of the Contact or Prospect you are interested in.

  4. Click the Last Name, and one of the following views appears:

    • If you clicked a Contact name, then the Contact Detail view appears, with the Activity view tab selected.

    • If you clicked a Prospect name, then the Prospective Contact Market Segment view appears, with the Prospect Additional Attributes view tab selected.