Prospect Search

search-mainUse Prospect Search to quickly find prospects in ClearView CRM Mobile.  Hone in on a prospect, and then optionally export the contact information to your phone.  If you don't find who you are looking for, add a new prospect record to your database.  Create a new prospect manually, or import contact information if you already have it saved on your mobile device.

Searching for a prospect record

    1. On My Homepage tap Search.
      • The Search screen displays, which includes a list of your Recently Viewed prospects.
    2. Tap a Recently Viewed prospect from the list, or tap Search, and enter a prospect's name.
      • After searching, tap the desired prospect to navigate to the Prospect Summary.

Creating a new prospect record

      1. On My Homepage, tap Search.
        • The Search screen displays, which includes a list of your Recently Viewed prospects.
      2. Next to the Search field, tap the add icon.
        • The Add Prospect pop-up window displays.
      3. Tap New.
        • The Add Prospect screen displays.
      4. Enter name and home contact information about the new prospect, and then tap Save.

Importing a new prospect to ClearView CRM Mobile

      1. On My Homepage tap Search.
        • The Search screen displays, which includes a list of your Recently Viewed prospects.
      2. Next to the Search field, tap the add icon.
        • The Add Prospect pop-up window displays.
      3. Tap Import.
        • Import scans your mobile device for any address, phone or email information, and the Import Contact screen displays listing those findings.
      4. Tap the contact you want to import.
        • The Import Contact Information pop-up window displays.
      5. Select the data you want imported into ClearView CRM Mobile and tap Done.
        • The Import Contact screen displays.
      6. Enter mandatory and any additional information about the imported prospect, and then tap Save.

Exporting a prospect to a mobile device

      1. On My Homepage tap Prospect Search.
        • The Search screen displays, which includes a list of your Recently Viewed prospects.
      2. Tap a Recently Viewed prospect from the list, or tap Search and enter a prospect's name.
        • After searching, tap the prospect you want to export.
        • The selected prospect's Prospect Summary displays.
      3. Toward the bottom of the screen, tap the person with arrow icon.
        • The Export Contact Information pop-up window displays.
      4. Confirm the data you want exported from ClearView CRM Mobile, and tap Export.
        • The Export Contact Information pop-up window displays, indicating if the export was successful.
      5. Tap Done.

For more information about other Prospect Summary footer menu features, see Footer Menu Options.

 


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