Managing Your Prospects

Introduction to MiDash’s Prospects tab

There are three Prospects tabs in the system. If you have the permission level, you are able to access either all or two of the following:

Smart Prospects – this category contains all the prospects generated by the system. These prospects are either claimed by Users with the permission to do so, or are assigned by You to any one of your team members.

Open Prospects – this category contains all the prospects generated by the website and the online media of the Management. Like above, these prospects are either claimed by the Users with the permission to do so, or are assigned by You to any one of your team members.

My Prospect – this category serves as the repository of all your own leads/prospects/buyers. It could be your own generated clients, those you claimed, or ones assigned to you by the management.

Using the Smart Prospects window

You can claim prospects or assign prospects to your team members through the Smart Prospects Tab.

    1. Access the Smart Prospects Tab found in the left sidebar.
    2. Click on the Smart Prospect Tab and the Smart Prospects window will open.

Managing Your Prospects

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