Prospect List
Menu Path: None
To use Prospect List, click the List button in CRM Task Management.
Purpose
Select multiple prospects.
Overview
Use Prospect List to select multiple prospects for filtering. For more information on prospects, see Prospect Maintenance.
Ribbon Home Tab Buttons
|
Button |
Description |
|
Exit |
Click this button to close the Prospect List window. |
General Tab Fields and Buttons
|
Field or Button |
Description |
|
Enter a prospect you want to select, or click the Lookup button to select a prospect. |
|
|
Click this button to add the prospect entered in the Prospect Code field to the Selected Prospects grid. |
|
|
Enter the beginning of a prospect you want to display in the Available Prospects grid, or click the Lookup button to select a prospect. |
|
|
This grid displays prospects that are not selected. Double-click a prospect you want to select, or select a prospect, and then click the right arrow button. |
|
|
Click this button to add the selected prospect to the Selected Prospects grid. |
|
|
Click this button to add all prospects in the Available Prospects grid to the Selected Prospects grid. |
|
|
Click this button to remove the selected prospect from the Selected Prospects grid. |
|
|
Click this button to remove all prospects from the Selected Prospects grid. |
|
|
This grid displays selected prospects. Double-click a prospect to remove it from the grid, or select a prospect, and then click the left arrow button. |
