Sales Opportunities - New Prospects List


Sales Opportunities - New Prospects List

Want to see a list of all of your newest prospects? This list view of prospects can provide an overview of Card details for all your newest leads.

To get started, create a Quick List of Cards.

Apply the following Filters:

  • Lists - Select the List used to indicate your new leads.
  • Time in List - Select the timeframe you would like to see using the drop down fields. For new prospects, you might consider looking at all Cards that have been in those lists 1 week or less to isolate which ones are the newest.

Once your list is created, you can do the following:

  • Export the list of Cards to CSV.
  • Set up an email schedule to share the list of Cards to your team.
  • Drilldown on any individual Card by clicking on the Card title.

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