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How do I access my prospects?


To view your current active prospects, click the Prospects tab on the left menu bar. From here, your prospect list will appear. 


The prospect list will provide you with a lot of information, without having to click into one individual customer. This can help you to manage your customers from a bird’s eye perspective.


If you would like to allocate prospects to a specific sales agent, you can do so by clicking on the "Allocate" icon (however, only users with manager access will be able to allocate prospects to other users).


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