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:

  1. Under “My Events” in the primary toolbar, click “Upcoming Events”.
  2. 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”.