New Prospects

The New Prospects Item allows you to view prospect counts created either today or month to date. See counts by marketing campaign or lead priority.

The following image shows an example of the New Prospects item:

Items-NewProspects.png

The following table shows the filters and settings available for the New Prospects item.

New Prospects Item Options

Sidebar menu Category

Members

Club Selection

Multiple

Timeframes

Today

Month to Date

Views

Campaign

Lead Priority

Employee Filters

All Employees

By Department

By Individual Employee (must select Department First)

Displays

Table

Pie Chart

More Links

Manage Members (Members>Manage)

Reports (Reports>Manage, Members Category)