Prospects

Sorting by Prospect Tags
To sort using Prospect Tags: Go to Prospects in the left navigation panel Click the Dropdown arrow  Select the Prospect Tag you would like to view 
Tue, Dec 28, 2021 at 10:11 PM
Removing Prospect Tags
To remove Prospect Tags: Go to Prospects in the left navigation panel Use search fields, Filter options, and/or Tags to locate the intended Prospects  C...
Tue, Dec 28, 2021 at 10:29 PM
What are Prospect Tags?
Tags are simple pieces of data, usually no more than a few words, used to describe subsets of information within an application. In Esferas, we've intro...
Tue, Dec 28, 2021 at 11:24 PM
Creating Prospect Tags
Prospect Tags are created when assigning tags to your Prospects.  Adding Tags via Prospect List Adding Tags via Prospect Details Bulk Adding Tags to Pro...
Tue, Dec 28, 2021 at 11:24 PM