ProspectsSpreadsheet

Set Prospect Priority

You can set priority on prospects within your spreadsheet. Prospects can than be filtered by priority, e.g. show only high priority prospects on your spreadsheet. To set priority on prospects, follow the directions below.
  1. From the |Navigation Bar|, select |Prospects|.
  2. Select the |Spreadsheet| button.
  3. Prospects with 'Normal' priority are shown 'without' a gold colored star. Select a prospect within your spreadsheet that you would like to change to 'High' priority and select the star icon.
  4. Select |Yes| to set to 'High' priority.
  5. The prospect will now be set to high priority and denoted with a gold star.
  6. To set a prospect from high to normal priority, unselect the starred prospect.
  7. Select |Yes| to confirm the action.
  8. The prospect will now be set to normal priority.
Set Prosptect Priority - OA Mobile
You can set priority on prospects within your spreadsheet. Prospects can than be filtered by priority, e.g. show only high priority prospects on your spreadsheet. To set priority on prospects, follow the directions below.
  1. From the |Navigation Bar|, select |Prospects|.
  2. Select the |Spreadsheet| button.
  3. Prospects with 'Normal' priority are shown 'without' a gold colored star. Select a prospect within your spreadsheet that you would like to change to 'High' priority and select the star icon.
  4. Select |Yes| to set to 'High' priority.
  5. The prospect will now be set to high priority and denoted with a gold star.
  6. To set a prospect from high to normal priority, unselect the starred prospect.
  7. Select |Yes| to confirm the action.
  8. The prospect will now be set to normal priority.
Set Prosptect Priority - OA Mobile
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