The Prospects section can be accessed by clicking on the 'bottom right' icon which is represented by three dots. Click the More button to view the options and select Prospects, to open the Prospects page. This page has three main functions that are defined below.

Search/View Prospects

Search

1. Click the Search tab at the top to find the list of available prospects under the business you are signed in for. 
2. Enter the Prospect Name on the tab to find the one you are looking for. 
3. Select the Prospect to open its detailed information.

View

1. The page displays a list of all the prospects available for the business that you have signed it for.
2. In the list, you can see the Prospect Name and Prospect Code for each of them. 

Sort

1. Click the 'down arrow' on the 'top right' that is displayed below the Search bar.
2. The Sort Options are displayed. The different options are Name and Code.
3. Once the Sort option is selected, the page displays the list of prospects under the selected filter.

Detailed Prospect View

If you click on any of the Prospects from the View Prospect page, it will open a detailed description of the selected prospects' details. You can view the Prospect Name and Prospect Code under General Information. You can view the Mobile Number, Phone Number, and Email Address of the prospect under Contact Details. You can view the Street Name, Town Name, County Name, Postcode, and Country Name under Address Details.

All the fields on this page are read-only.

Add Prospect

The Add Prospect option can be accessed by clicking the Plus icon at the 'bottom right;, under the Prospects view page. To follow the steps to add a Prospect, click here.