Enter/Edit/View

Prospect Profile

The Prospect Profile screen was designed to give you a quick overview over all of the information you have about your Prospect, all of your communications with them, and your next scheduled follow-ups.

Entering Prospects

How to enter a new prospect (or lead) into ProsPex.

Mailing Lists

You can print mailing lists and labels for your prospects.

Tracking Lost Prospects

You can track lost prospects by utilizing the additional fields on the Prospect Profile Screen.