The Manage Prospect page gives you several ways of identifying a prospect's activity. Here's how to access this page:
- Sign in to your Point2 account at login.point2.com
- Click Prospects from the top menu
- Click Manage Prospects
- Locate the prospect you're interested in
- Click on the prospects name link
- Now you're on the prospect details page for that prospect
Next to the prospect name are the Prospect contact or edit options:
- Edit Prospect
- Email Prospect
- Call Prospect
- Delete Prospect
There are also several other management options that should be noted on the manage prospect screen and that can be edited:
- Email Opt In Status
- Owned By
- Category
- Email Campaign
- Prospect Groups
There are also a number of tabs that give you access to different information about the prospect's activity:
- Activity History
- Conversation History
- Listing Notifiers
- Home Evaluations
- Notes and Reminders