FAQ: Sales
How to View Your Assigned Prospects
Overview
This article covers the basic steps to view the prospects a sales user has been assigned.
Steps to Complete
Use the following steps to view your assigned prospects:
- Under “My Events” in the primary toolbar, click “Upcoming Events”.
- Click on the event card for which you would like to view your assigned prospects.
3. Your assigned prospects will be labeled “Assigned” and indicated by a pink box under the “Status” column.
4. You can also view your most recent assigned prospects in the “Meeting Calendar” view on the left side of the screen under the header “Assigned to Me”.
Marketing Users FAQs
- Creating a New Event: How to Upload a List and Add Team Members
- How to Update Your Password
- Creating a New Event: Reviewing and Finalizing Event
- How to View Meetings for an Event from the Event Calendar
- How to Edit an Existing Event Meeting
- Creating a New Event: How to Create a New Location(s)
- Creating a New Event: How to Create and Map an Event to a CRM Campaign
- How to Confirm Whether a Meeting Took Place
- How to Assign a Contact Owner and Event Contact to a Prospect
- How to Add a Meeting to an Event (and Add/Change Team Members, Contacts, and Locations)
Sales User FAQs
- How to View Meetings for an Event
- How to Update Your Password
- How to View Your Assigned Prospects
- How to Edit an Existing Event Meeting
- How to Confirm Whether a Meeting Took Place
- How to Add Onsite Activity to a Past Event
- How to Add a Meeting to an Event (and Add/Change Team Members, Contacts, and Locations)
- How to Connect Your Calendar + CRM