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Sales Innovations for Prospect Management
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            View Prospects

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            View Prospects

            Prioritize your tasks for the day by looking at Outreach List. It’s a prioritized and consolidated list of active prospects that you must contact. Click a prospect in Outreach List to view the record details next to Outreach List.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Professional, Starter, and Unlimited Editions

            Outreach List shows the prospects assigned to you in accordion view. Each section indicates the engagement status of the prospects in the selected actionable list and the number of prospects in the section. Accordion view lets you expand and collapse Outreach List sections to quickly find and focus on what you're working on without having to scroll through a long list of prospects. List creators specify the order in which prospects are listed in Outreach List.

            Note
            Note If a prospect is assigned to you, but you don't have access to the prospect's record, Outreach List doesn't show the prospect. This scenario causes a mismatch between the number of prospects shown in the section title and the actual number of prospects listed in the section. Contact your list creator to get access to the prospect's record.

            Outreach List

            • To open an actionable list, click the header portion (1) of Outreach List, and then search for or select an actionable list. The actionable lists are grouped by priority.
            • To search for a prospect, type the prospect’s name in the search box and either press Return or Enter, or click outside the search box. You can clear the search results by clicking Cross icon in the search box (2).
            • Each prospect record (3) in the list includes:
              • Name of the prospect. To view the prospect’s details next to Outreach List, click the prospect's name.

                Go through the prospect's details before contacting them.

              • Sort by field and value. Focus your efforts on the most important prospects.

                If the list creator doesn't sort prospects or sorts prospects by name, the sort field and value aren’t shown.

            • To collapse Outreach List and see the record details more clearly, click Collapse icon (4). To expand the list again, click Expand icon.
             
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