Prospect Summary

The Prospect Summary allows you to view and edit prospect details, demographic information, postal and voting information, and activities. 

To access the Prospect Summary, select the hyperlinked Prospect ID on the Manage Prospects page.

From the Prospect Summary, you can select the edit pencil to open the details for edit. For more information on the fields available on this page, please see the table below.

From the Actions menu, you can Print Label, which previews the address label for the customer in a new tab. You can also choose to Convert to Customer, assigns the prospect a customer ID and converts them to a customer.

Screen Element	Description
Prospect ID	Text box. The system-generated identification number for the name of the prospect.
Prospect Class	Drop-down. The classification of the prospect. The customer/prospect classification for this record. The options differ depending on the Record Type selected.
Record Type	Drop-down. The type of prospect this is. For example, an individual or a company prospect.
Prospect Status	Drop-down. The status for the prospect.
Allow Solicitation	Toggle. When set to YES, the prospect is allowing the association representative to solicit them.
Name Information
Prefix	Drop-down. The prefix of the prospect.
First Name	Text box. The first name of the prospect.
Middle Name	Text box. The middle name of the prospect.
Last Name	Text box. The last name of the prospect.
Suffix	Drop-down. The suffix of the prospect.
Credentials	Text box. The qualifications or credentials on the prospect.
Address Information
Address Type	Drop-down. The type of prospect address. For example, home or business.
Country	Drop-down. The name of the country in which the prospect resides.
Address 1	Text box. The number and street name for the address of the prospect.
Address 2	Text box. The apartment or suite number of the prospect address.
Address Status	Drop-down. The status of the prospect address.
Zip Code	Text box. The zip or postal code used by the post office to direct mail to its proper destination.
City	Text box. The name of the city where the prospect resides.
State	Text box. The name of the state where the prospect resides.
County	Text box. The name of the county in which the prospect resides.
Mailing Information
Job Title	Text box. The job title of the prospect.
Attention Line	Text box. The name of the contact in case the company records are being loaded.
Company	Text box. The name of the company of the prospect.
Mail Stop	Text box. The mail destination.
Personal Line	Text box. An optional field where you can add a personal note.
Contact Information
Home Phone	Text box. The home phone number of the prospect. If you add both a home and an office phone number, the number in the Home Phone field will default to the primary number.
Company Phone	Text box. The office phone number of the prospect.
Email	Text box. The email address of the prospect so that a prospect can receive an electronic mail message.
Fax	Text box. The fax number of the prospect so that a prospect can receive an electronic printout over the phone lines.