The Prospect View window is used to view the prospect's details and activities. You can find this page by clicking on the Prospect's name.
The Prospect View window can be accessed from the following areas:
- Cadence » Prospects tab
- Cadence » Cadences tab » View Cadence » Prospects tab
- Cadence » Cadences tab » View Cadence » Emails tab
- Cadence » Cadences tab » View Cadence » Calls tab
- Cadence » Accounts tab » View Accounts » Prospects tab
- Cadence » Accounts tab » View Accounts » Tasks tab
- Cadence » Pending Calls tab
- Cadence » To Do tab
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.