The Prospects Queue is a listing of all Prospects in process. As Prospects are sold or lost and inactivated, they drop off the list. Once a Prospect has been inactivated, it still remains in the database. Inactive Prospects may be viewed from the Prospects List by selecting the Show Inactive option.
The Prospects Queue contains columns of information in a grid with basic information related to each Prospect record, has selectable filters located at the top of the form, and contains function buttons at the top of the form.
The Filters are used to display a list of Prospects that meet the filter criteria selected. For example if only the Prospects created with a particular lead Source are to be viewed, you will make a selection from the Sources filter. Only the Prospects with the lead Source selected will be displayed in the grid area.
A the lower right of the Prospects Queue is a count of how many Prospects are contained in the list currently being viewed.
Each column within the Prospect List, the Filter options and Function buttons will be described below.
Prospects Queue Filters
Four filter fields are located at the top of the Prospect Queue. The Filters are used to display a list of Prospects that meet the filter criteria selected. Each filter available is listed and described below. When using one or multiple Filters, you make select one choice in the drop-down list for each filter or select the All option.
- Status - A Status is a required field on each Prospect record. The Status is designed to describe where the Prospect is in the Sales Cycle. You may filter the Prospect list by selecting a single Status code from the drop-down list. The default is All Statuses. Your company creates the list of Statuses available for selection. Status codes are created and maintained in SedonaSetup.
- Source [Lead] - There are two Source fields on each Prospect record; Primary and Secondary. The Source is designed to describe how the Prospect heard about your company. You may filter the Prospect list by selecting a single Source code from the drop-down list. The default is All Sources. When using this Filter option, the software is only looking in the Primary Source field for Prospects that meet your selection criteria. Your company creates the list of Sources available for selection. Source codes are created and maintained in SedonaSetup.
- Sales Department - Each Salesperson is assigned to one or multiple Sales Departments. When a new Prospect is created this is a required field. Your company may have one or multiple Sales Departments. You may filter the Prospect list by selecting a single Sales Department from the drop-down list. The default is All Sales Departments. Your company creates the list of Sales Departments available for selection. Sales Department codes are created and maintained in SedonaSetup.
- Salespeople - Each Prospect is assigned to a Primary Salesperson and an optional 2nd Salesperson. This filter only works with the Primary Salesperson assigned to the Prospect. You may filter the Prospect list by selecting a single Salesperson from the drop-down list. The default is All Salespeople. If the Sales Management setup limits the User to see only their own Prospect records, this filter is not used.