Live Status Report

The |Live Status Report| provides a snapshot view of all prospects. These reports, which can be viewed on your phone or desktop in real time, are an excellent resource for sales meetings. The |Live Status Report| report can be filtered by high importance to help focus on those prospects that are of highest value. This report provides information on Key Info, Goal, Source, Opportunity, Importance Level, Pinned Data, and Scheduled |To Do List| activities, as well as notes and insights into ongoing sales. To open a |Live Status Report|, follow the directions below.

  1. From the |Navigation Bar|, select the |Prospect| menu drop down.
  2. From the drop down list select |Reports|, the |Prospect Report| screen will open.
  3. From the |Prospect Reports| screen and within the |Live Status Report| subsection, select |Show Report|.
  4. From the |Live Status Report| you may filter by Active, Inactive, and High Importance prospects, view reports for other users, view the prospect's |Activity Log| as well as activity for the prospect over the last 30 days.

Prospect To Do List Reports
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