Add a Prospect window

Id

Enter the ID of the prospect you are adding. Select the Find icon to look up an ID.

List Name

Select a prospect list.

Salesperson

Select a salesperson.

To add a prospect

1. From Exposition, select Manage prospect lists to open the
   Manage prospect lists window.
2. Select an Exposition.
3. Click Add New Prospect to open the Add a Prospect window.
4. Enter the prospect's Id (select the Find icon to look up an ID). If adding a new prospect that does not have an ID, do the following:

• Press Tab in the Id field to open the Expo Prospect - Name/Address window.
• Enter a Member Type (required) and all other applicable information about the new prospect.
• Click Save to return to the Add a Prospect window.

5. Select a List Name (select NONE if you do not want to assign the prospect to a specific list).
6. Select a Salesperson (select NONE if you do not want to assign the prospect to a specific salesperson).
7. Click Save.