Finding prospects | Working with prospects | Prospect records |
Overview
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Get wild with your prospect searches!
When you're not entirely sure what it is that you are looking for, use wildcards in your prospect searches. Wildcards help you hone in on that elusive record in no time. Learn more ...
In parenting etiquette, picking favorites is typically a no-no ... but not when it comes to prospects.
Create multiple prospect Favorite groups, built out of the prospects that mean the most to you. Add new favorites, create more groups, remove favorites - as your needs change, so can your favorite groups. Learn more ...
Minimize ClearView. Open email. Send email. Back to ClearView. Rinse. Lather. Repeat. Not anymore with Notifications.
Use Notifications to stay connected with other members of your organization -- without ever leaving the comfort of your ClearView screen. Learn more ...
Finding prospectsWorking with a prospect starts with finding the records you need. Learn how to use basic and advanced search techniques, and how to navigate within prospect search results. Use wildcard search features for help find those unknowns, and see how you can easily export results lists. |
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Working with prospects
Learn how to maneuver within a prospect summary and change your prospect summary view. Access attachments, send notifications to others in your organization, and write memos regarding a prospect. Add a prospect to a List. Mark and unmark prospects as Watched. Standardize prospect addresses to ensure mailing accuracy. Delete prospects to permanently remove records from your database, and merge records to clean up duplicates. |
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Prospect records
Understand how to create, view, and edit prospect records. Learn about web integration features like accessing a prospect's local news, weather, maps and more. |
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Prospect Summary View tabs
Learn about navigating prospect summary view tabs, and details about each tab that you can add to a prospect summary. |