The prospect list
After reading this topic you will know where to find your prospects in the list.
After reading this topic you will know:
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Where to find your prospects in the list.
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How to open the Accountant and Bookkeeper Directory directly from the Prospects list.
| A | Find prospects by entering their names in the search box. |
| B | Select Open Directory to launch the Accountant and Bookkeeper Directory. |
| C | Add prospects ready to store their details. |
| D | Select Actions for additional actions to take with your prospects. |
Find a prospect in the list
You can find a specific prospect by using the search tool.
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Select the Prospects tab.
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In the search box, enter a search term.
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Select the magnifying glass icon or press Enter to search.
Open the Accountant and Bookkeeper Directory
Select Open Directory to launch the Accountant and Bookkeeper Directory in a new browser window.
You can use the directory to easily respond to chat messages from potential clients.
Read more about the Accountant and Bookkeeper Directory in our Create or manage your Accountant and Bookkeeper Directory profile topic.
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