Managing Prospects

View your prospects' activities, update their profiles, and assign them to your sales reps.

Creating a New Prospect

How to create a new prospect.

Contains identifying information related to the selected prospect

Contains information designed to add objectivity to the sales process

Step-by-step instructions on how to assign and reassign a prospect to a user.

Learn how to edit information about your existing prospects.

The Searches page lets you see all of the searches conducted by your prospect.

Learn how to delete your existing prospects.

You can import prospects into the system via CSV file.

From the Sessions page you can get detailed information about each period of time a prospect spent on your site

Learn how to view prospect details and activity history.

Page views lets you know exactly which pages of your web site your prospect has viewed, including the URL, type of page and the time of viewing.

View a list of all custom prospect fields currently in the system.

Activities are all of the actions that a specific prospect took and that were tracked by Prospect Insight.

An audit is a value that a prospect puts into a form field or search field that is automatically saved before they submit the information.

Make sure Prospect Insight and your CRM are in sync.

Export all of your prospect data as a CSV file.