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New Tabbed Prospect View

Let’s face it — we’re starting to show too much data on the prospect screen. What if you just want to see what lists a prospect is on and make a quick change? What if you want to see other prospects related to the one at which you are looking (bet you didn’t even know you could do that currently)?

We have just divided up the prospect section into four tabs:

  • Fields tab showing score, field values, and activities
  • Lists tab showing the static and dynamic list membership of the prospect and allowing quick editing
  • Profile tab for grading
  • Related tab to see other prospects with the same email domain (really useful for seeing what other prospects from a company are in the system)

Tabbed Prospect View

Prospect List Membership Tab

Related Prospects Tab