Prospect

The Prospect zone allows you to search for a prospect using various search criteria. It contains the following two sections:

  • Search Criteria - The Search Criteria section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Division Used to search prospects which are associated with a particular division.
    Note: You can only view those divisions to which you have access in the Division list.
    No
    Prospect Person Name Used to search for a particular prospect person. No
    Customer Segment Used to search prospects which are associated to a particular business component.
    Note: This field appears when you click the Advanced Search link in the top right corner of this zone.
    No
    Prospect Person ID Used to search for a particular prospect. No
    Prospect Person Identifier Type Used to indicate the identifier type based on which you want to search for a prospect. Yes (Conditional)
    Note: If you specify the prospect person identifier as a search criteria, you have to select the prospect person identifier type.
    Prospect Person Identifier Used to specify the identifier based on which you want to search for a prospect person. Yes (Conditional)
    Note: If you indicate the prospect person identifier type as a search criteria, you have to enter the prospect person identifier.
    Note: You must specify at least one search criterion while searching for a prospect.
  • Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Prospect Person Information Displays the concatenated string of information about the prospect separated by a comma (,).
    Note: It has a link. On clicking the link, the Prospect Person screen appears where you can view or edit the details of the respective prospect.
    Prospect Person Identifier Type Indicates the identifier type of the prospect.
    Prospect Person Identifier Displays the value of the prospect person identifier type.
    Division Displays the division to which the prospect belongs.
    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.
    By default, the Filter area is visible. You can hide the Filter area by clicking the Filters (The Filters Icon) icon in the upper right corner of this zone.

Related Topics

For more information on... See...
Prospect screen Prospect
How to edit a prospect person Editing a Prospect Person
How to edit a prospect account Editing a Prospect Account
How to define a prospect person Defining a Prospect Person
How to define an account for a prospect person Defining an Account for a Prospect Person