Qualified Prospect List

Menu Path: None

To use Qualified Prospect List, click the List button in CRM Task Management.

Purpose

Select multiple qualified prospects.

Overview

Use Qualified Prospect List to select multiple qualified prospects for filtering. For more information on qualified prospects, see Prospect Maintenance.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Qualified Prospect List window.

General Tab Fields and Buttons

Field or Button	Description
Qualified Prospect Code	Enter a qualified prospect you want to select, or click the Lookup button to select a qualified prospect.
Add	Click this button to add the qualified prospect entered in the Qualified Prospect Code field to the Selected Qualified Prospects grid.
Qualified Prospect Begins	Enter the beginning of a qualified prospect you want to display in the Available Qualified Prospects grid, or click the Lookup button to select a qualified prospect.
Available Qualified Prospects	This grid displays qualified prospects that are not selected. Double-click a qualified prospect you want to select, or select a qualified prospect, and then click the right arrow button.
	Click this button to add the selected qualified prospect to the Selected Qualified Prospects grid.
	Click this button to add all qualified prospects in the Available Qualified Prospects grid to the Selected Qualified Prospects grid.
	Click this button to remove the selected qualified prospect from the Selected Qualified Prospects grid.
	Click this button to remove all qualified prospects from the Selected Qualified Prospects grid.
Selected Qualified Prospects	This grid displays selected qualified prospects. Double-click a qualified prospect to remove it from the grid, or select a qualified prospect, and then click the left arrow button.