To search for a Prospect, select the "Search for Prospect" option. The following screen will appear:
When searching to retrieve Prospect information from the database, you are presented with the following options:
- Search for
Enter any character or combination of characters you want to match, followed by the TAB key. The "Search for" field supports pattern matching with Regular Expressions.
Tip
Hitting the TAB key activates the search operation.
- Search through
-
Specify which of the following criteria you want to include in the search:
- Prospect Number
Select to search by Prospect Number.
- Prospect Name
Select to search by Prospect Name.
- Primary Contact Name
Select to search by Primary Contact Name.
- Primary Contact Phone #
Select to search by Primary Contact Phone Number.
- Street Address
Select to search by Primary Contact Street Address.
- City
Select to search by Primary Contact City.
- State
Select to search by Primary Contact State.
- Postal Code
Select to search by Primary Contact Postal Code.
- Country
Select to search by Primary Contact Country.
- Show Inactive Prospects
Select to show inactive Prospects as well as active Prospects. By default, inactive Prospects are not displayed.
- CRM Accounts
Display will show search results for Prospect Accounts, using specified parameters.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
Right-clicking on a Prospect in the Prospect list enables you to select from the following menu options: