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FAQs

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. 

 Navigate_to_Prospects.png

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.

SelectProspect.png

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).

AllocateProspect.png

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