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Manage Prospects

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 www.point2.com
  • Click Prospects from the top menu
  • Click View Prospects
  • Locate the prospect you're interested in
  • Click on the prospects name link
  • Now you're on the manage prospect screen for that prospect

Each tab gives access to different information about the prospect:

  • Reports
  • Listing Activity
  • Website Activity
  • Email Activity
  • Notes

There are also several other management options that should be noted on the manage prospect screen:

  • Edit Prospect
  • Campaigns
  • Prospect Groups
  • Hot Status
  • Email Prospect

 

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