Sales Center Prospects Page
On the Prospects page, you can access your calendar, view and create prospect and contact records, see reports on prospects, and create estimates or sales orders for them.
View your prospect and contact records under the Relationships heading. These records have important communication information and CRM information such as events, tasks, and related documents.
Under Transactions, you can create new Promotion Codes, prepare estimates, and enter sales orders.
Under Other, you can run searches or perform mass updates. Click CRM Lists to create new lead sources.
See reports on prospects under Prospect Reports. You can print, email, export, or open them in other applications like Microsoft® Excel.
You can personalize the Prospects page by adding customized portlets. Click Personalize Dashboard, and in the Add Content panel, choose snapshots for your prospects, add reminders, and set up saved searches, among other options.