Field-Recruit Prospects Page

To view the Field Recruiting Prospects page click or touch the Field tab, then the Recruit tab.  

The Prospect List is the default view.  The list can be searched, filtered and sorted like other system lists.

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Click or touch the image640.gif icon to bring up the add prospect screen.

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Click SAVE when done

 

OR

 

Click or touch the Location name to enter the edit Prospect page

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You may add a follow-up by clicking the image640.gif  in the Follow-Ups section.

You may edit an existing follow-up by clicking on the Contact Type follow-up ‘name’ link.  image644.gif

 

Delete a prospect by selecting the checkbox next to the prospect(s) and then selecting the image645.gif icon.

Export the prospect list by clicking the image646.gif icon.

 

Click a link below for help completing the following tasks:

Applications