Prospect list

"Infront Advisory Solution advisory process" module or "Person management" module

For groups and depot filters, you can use the "Prospect list" report to list all prospects and their master data. You will find the list of prospects in the "Depot management" template category when delivered.

Filter the table e.g. by interested party rating, supervisor or "Created on" date of the prospect. If necessary, read the section Prospect properties for the individual master data.

Read the sections Open templates and Configure workspaces to find out how to open the prospect list via the context menu of groups or depot filters in the Explorer or how to add the prospect list to your workspaces.