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Navigating the prospect list screen

The prospect list screen is the key window used to manage your prospects.


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The top of the screen contains filters to narrow down the prospect list. These filters include prospect stages, date ranges, and staff members.


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The bottom of the screen is where your action buttons are.


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Add - Used to add a new prospect.

Edit - Edit the selected prospect from the list.

Print - Will print the selected prospects details.

Print List - Used to print the list currently displayed.

Diary - Will open up the diary screen.

Refresh - Used to refresh the prospect list.

Close - To close the prospect list screen.



As with most list screens in the Eclipse program, if you right click on the prospect you will have more actions available.


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