Assigned Prospects Tab
Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago


Assigned Prospects are the "leads", or people who have shown interest in your company who are assigned to a specific employee.
You can view specific employees Assigned Prospects to see if they're active, as well as when they've last been contacted and when their next contact date is. 


To get to Assigned Prospects you need to go to "Manage > Human Resources


Once there, just select the employee that you wish to view "Assigned Prospects" for, this will open up their information, or "Identity" page.

You can filter what category of customers you wish to see from this page as well. You can search by whether the customer is 'Active', 'Inactive', or see all the prospects that specific employee has been assigned. The leads can also be listed by interest, marked by "hot", "warm", and "cold" prospects. 

Once you get to Assigned Prospects you will be prompted with a list of all the prospects assigned to that specific employee, similar to the example above. 

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