Filter Contacts by Potential Consultant

Filter contacts by Potential Consultant to display customers based on the option set in their contact profile.

Potential Consultant status can be set in their contact profile, then use the filter to print a report, labels, or send an email. 

Tip: To add (or remove) any profile fields from the contact list, see Add, Move, or Hide Columns on Contact Lists before proceeding with the steps below.

1. From the Potential Consultant drop-down on the customer list, select either Yes or No (set to All by default).
2. The filtered contacts can be sent an email, added to a custom list, or to print them, from the contact list toolbar, click the print button and select View (or see Print Labels to print in a label format).
3. From the print preview form, click to print, or click to export and save as another file type such as PDF.
4. When finished, to clear any filters that may be set, from the toolbar, click Clear Filters.

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Additional Information:

• Add Additional Information to the Profile (to set the Interviewed Date)
• Create a Contact Log Entry & Record Time Spent