Managing suspects · Advanced Prospecting Lists

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Advanced Prospecting Lists - Expert Edition only

If you're using the Expert Edition, Prospecting Lists are even more powerful. In fact, not only will you be able to defined the 'Estimated closing date' of a lead directly from the Prospecting List before transforming a row into lead, you will also have access to:

-comment field, to enable you to have your comments automatically added to the leads' comments when you create a lead.

-color codes, so that just like on an Excel sheet, you can differentiate your contacts according to the color codes you want.

-filters, so that you can filter your prospects in the Prospecting Lists by filter only those who are still to qualify, exclude those who were canceled, etc.

-click-to-call & email options when right-clicking on a row to call a prospect right away or send them an e-mail.

-date-picker column to easily define a date, so that you recall when was the last time you contacted that prospect for example.

and the powerful prospect browser

The Prospect Browser

To enhance your prospecting activity, no CRM.io’s prospecting lists include a Prospect Browser which aims at helping you find and update information easily, without being lost in a spreadsheet.

The Prospect browser is extremely easy to use:

Click on the comment box at the left of the row (before the + button), and a pop-up will open up with all the information contained in the row in a different format.

You can rapidly browse from one prospect to another using the arrows, edit information or even add new information.

You'll be warned if a duplicate already exists in the system!

Of course, you can e-mail or click-to-call the prospect using the browser, add new comments, and create a lead.

It’s like working on a lead’s window, except you’re still doing your prospecting activities.


Check out the video: