Prospects

Overview

Prospects are prospective clients or qualified leads. They represent a list of people or companies in which sales opportunities are going to be explored. They are presumed to have passed the 'leads' stage for your company. For example, if leads respond to an advertising campaign and are interested in your products and services, they should be converted to prospects. Prospects can even be existing clients for whom new sales opportunities have arisen (for instance an annual contract renewal or a new building). In Core CRM, you can create prospects from your existing contacts or from scratch. If you have both Core and Core CRM subscription, then those prospects for whom opportunities are won and converted to projects, become your clients. Click to watch this video on managing prospects in Core.

When leads are converted to or qualified as prospects, this can lead to various sales opportunities. As these opportunities are won, they lead to various projects wherein the earlier leads and prospects now become your clients.

The response and two-way communication is what characterizes the prospects along with the potential opportunities they present to you. The most important aspects of a prospect that you need to consider are:

  • point of contact and how to reach them

  • opportunities and estimated sales

  • stage of the sales process they are in (pipeline)

  • last contact made along with any scheduled follow-ups

Note: You can get a visual overview of this feature in Core from the CRM flowchart.

Field Descriptions

Basic Tasks

Create Prospects from Scratch

Create Prospects from Existing Records

View Reports

Advanced Tasks

Assign Groups

Add Custom Fields

Add Opportunities

Add Campaigns

Unassign Campaigns

Add Documents

Add To-Dos

Add Notes

Email Prospects

Add Contacts

Clone Prospects

Add Follow-Ups

Batch Update Prospects

Show/Hide Columns in Grid

Export Prospects

Import Prospects from CSV

Apply Filters

Mark Screen as Favorite

 

Field Descriptions

Field Name Field Description
Prospects > Create Prospect  > Details >
Prospect Type This can be a company or an individual person.
Company Name of the company with which the prospect is affiliated.
Name Name of the prospect. Core allows a name of up to 100 characters, which includes first name, middle initial and last name. It can be alphanumeric with the middle initial being 1 character.
Title This is the job title of the prospect, say Project Manager. This is available only when you select Individual as the Prospect Type.
Display As This is the unique display name of a prospect. It can be numbers, letters or a combination of both, with a maximum of 65 characters. It gives you control over how the prospect’s name appears in list views and screens.
Status Status of the prospects. The prospects can be active or inactive.
Assigned To Employee or sales rep to whom you want to assign the prospect.
Referred By Name of the individual or organization that recommended the prospect (or the original lead).
Fed ID Prospect's federal tax identification number used for accounting and bookkeeping purposes. If it is a sole proprietorship, you can enter the owner's social security number.
Add Contact Method You can choose the relevant option from the drop-down (say Email, Phone or Mobile) and then enter that contact information.
Prospect Details: Industry Primary business or industry of the prospect, such as Accountant, Architect, Paralegal, etc. You can set the options in the Industries list.
Employees Total number of employees at the prospect’s company.
Region Prospect’s country or region, say Asia Pacific or North America. You can set the options in the Regions list.
Lead Source Source from where the prospect was obtained, for example, advertisement, Internet or trade show. You can set these options from the Lead Sources list.     When you create prospects from leads, Core defines the lead source as a campaign. This is used to compute the number of leads converted as a result of a campaign.
Prospect Score You can assign a score to the prospects based on the chances of winning opportunities from them and how valuable they could be to the company. The drop-down values can be set up in the Scores list.

Prospects > General > Details >

Tags Allows you to label records or profiles by a common name or attribute. Tags are extended to global search and reports, which makes organizing and searching for information easier. You can set one or more tags for a prospect, each consisting of alphanumeric characters with a maximum count of 45 characters. These tags are searchable identifiers to quickly bundle similar prospects together. You can see the existing tags being used and enter a new one.
History

Displays the history of various actions and properties of prospects. For example, it maintains the record of actions such as campaigns and opportunities added to prospects.

Prospects > General > Custom Fields >

Add Custom Fields You can create or view customized fields to track extra characteristics and attributes of the prospects.

Prospects > Opportunities >

Info Bar: Total Opportunity Value

This represents the total sum of opportunity value.

Opportunities Won

Total forecast amount of the opportunities won from the prospect.

Opportunities Lost

Total forecast amount of the opportunities lost on the prospect.

Opportunity

Name of the opportunity expected from a prospect.

Stage

Progress level on the opportunity, whether ongoing, won or lost.

Probability

Percentage value of the chance of winning the opportunity.

Forecast

Revenue expected from the opportunity. Forecast amount is populated with the opportunity value, but can be changed.

Target Date

Deadline for winning the opportunity in terms of date.

Opportunity Value

Monetary value or worth of an opportunity.

Closed On

Date on which the opportunity was closed as won or lost.

Prospects > Campaigns >

Campaign The campaign name, if any, from which the prospect originated or was introduced.
Type

The type or format of a campaign (e.g., email, social media, or web).

Prospects > Emails >
Last Refresh

Displays the date and time stamp when the emails were last synced with your Office 365 email account. This is available only if you have chosen to integrate Core with your Office 365 account. The date and time stamp reflects the time zone from your calendar settings (local time).

Source

The source from which the emails are sent and received. If you are using Office 365 integration and have synced your Microsoft Outlook email account with Core, the source will be Outlook.

Status

It indicates the status of the emails sent. It can be Email Sent, Read or Failed.

 

Create Prospects from Scratch

To create a prospect from scratch, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM> Prospects.

    2. Click Create New on the top-right and select Prospect from Scratch.

    3. On the Create Prospect > Details screen, enter the required information:

      • Prospect Type: This can be a company or an individual person.

      • Company: Name of the company with which the prospect is affiliated.

      • Name: Name of the prospect. Core allows a name of up to 100 characters, which includes first name, middle initial, and last name. It can be alphanumeric with the middle initial being 1 character.

      • Display As: This is the unique display name of a prospect. It can be numbers, letters or a combination of both, with a maximum of 65 characters. It gives you control over how the prospect’s name appears in list views and screens.

      • Assigned To: Employee or sales rep to whom you want to assign the prospect.

      • Referred By: Name of the individual or organization that recommended the prospect (or the original lead).

    1. Enter other information about the prospect, as needed.

      • Address

      • Contact Method: You can choose the relevant option from the drop-down (say Email, Phone or Mobile) and then enter that contact information

      • Industry: Primary business or industry of the prospect, such as Accountant, Architect, Paralegal, etc. You can set the options in the Industries list.

      • Region: Prospect’s country or region, say Asia Pacific or North America. You can set the options in the Regions list.

      • Lead Source: Source from where the prospect was obtained, for example, advertisement, Internet or trade show. You can set these options from the Lead Sources list.
        When you create prospects from leads, Core defines the lead source as a campaign. This is used to compute the number of leads converted as a result of a campaign.

      • Prospect Score: You can assign a score to the prospects based on the chances of winning opportunities from them and how valuable they could be to the company. The drop-down values can be set up in the Scores list.

    1. Click Save & Done.

The prospect record is created. It takes you to the detail view where you can add more information.

Create Prospects from Existing Records

To create a new prospect from an existing record, such as lead, client, employee or vendor, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    2. Click Create New on the top-right and select Prospect from Existing Record.

    3. On the Add New Prospect dialog, select the type of contact from which you want to create a prospect from the Show drop-down: Client, Lead, Employee or Vendor. When you create a prospect from a lead, the status of that lead changes automatically.

    4. Select a contact on the grid and click Add Prospect.

    5. On the Create Prospect screen, enter the required information:

      • Prospect Type: This can be a company or an individual person.

      • Company: Name of the company with which the prospect is affiliated.

      • Name: Name of the prospect. Core allows a name of up to 100 characters, which includes first name, middle initial and last name. It can be alphanumeric with the middle initial being 1 character.

      • Display As: This is the unique display name of a prospect. It can be numbers, letters or a combination of both, with a maximum of 65 characters. It gives you control over how the prospect’s name appears in list views and screens.

      • Assigned To: Employee or sales rep to whom you want to assign the prospect.

      • Referred By: Name of the individual or organization that recommended the prospect (or the original lead).

    1. Enter other information about the prospect, if needed:

      • Address

      • Contact Method: You can choose the relevant option from the drop-down (say Email, Phone or Mobile) and then enter that contact information

      • Industry: Primary business or industry of the prospect, such as Accountant, Architect, Paralegal, etc. You can set the options in the Industries list.

      • Region: Prospect’s country or region, say Asia Pacific or North America. You can set the options in the Regions list.

      • Lead Source: Source from where the prospect was obtained, for example, advertisement, Internet, or trade show. You can set these options from the Lead Sources list. When you create prospects from leads, Core defines the lead source as a campaign. This is used to compute the number of leads converted as a result of a campaign.

      • Prospect Score: You can assign a score to the prospects based on the chances of winning opportunities from them and how valuable they could be to the company. The drop-down values can be set up in the Scores list.

    1. Click Save & Done. The prospect record is created. It takes you to the detail view where you can add more information.

  Note: When you create prospects from leads, Core defines the prospect source as a campaign. This is used to compute the number of leads converted as a result of a campaign.

View Reports

To view a report:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

 

Assign Groups

This option allows you to quickly assign a prospect to a group or view whether the selected prospect is a member of any existing groups.

To assign a prospect to a group, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    2. In the list view, select a prospect on the grid and click to select View Details.

    3. In the detail view, go to the General > Details tab and click Assign Groups.

    4. On the Assign Groups dialog, select the desired group for the prospect. By default, the All group is assigned and set as the default group for all prospects.

    5. Click Update.

    6. You can create new groups or manage them by clicking Manage Groups.

Add Custom Fields

Using custom fields, you can track extra characteristics and attributes of your prospects. You can even customize these fields in the Custom Labels screen. If you add the same custom field (Add Existing) to both the lead and prospect record, the value is passed on from Leads to Prospects, if converted.

To add a custom field:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    2. In the list view, select a prospect on the grid and click to select View Details.

    3. In the detail view, go to the General > Custom Fields tab.

    4. Click Add Custom Field. Select the type of field you want depending on the purpose, say Text Box.

    5. On the Add Text Box dialog, enter the required information:

      • Name

      • Type

      • # of characters

    1. Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid.

    2. Click Save.

Note: You can display a maximum of three custom fields on the list view per screen.

Add Opportunities

To add a new opportunity for the prospect, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.
    2. In the list view, select a prospect on the grid and click to select View Details.
    3. In the detail view, go to the Opportunities tab and click Add Opportunity.

    4. On the Add New Opportunity dialog, enter the required information:
      • Opportunity Name: Name of the opportunity expected from a prospect.

      • Type: The type (e.g., new business, existing business, renewal, etc.) of opportunity can be selected from the drop-down list. You can create various opportunity types in the CRM lists.

      • Target Date: The realistic close date by which you want to win the opportunity. It represents a deadline for an opportunity.

      • Stage: The current stage of an opportunity in terms of sales, e.g., ongoing, won or lost.

    5. Enter other information, if needed.

      • Description: Description or other information about the opportunity, say additional licenses.

      • Assigned To: This is the sales person to whom the opportunity is assigned. It gets pre-filled by the Prospects' Assigned To value by default.

      • Probability %: Current possibility of winning the opportunity. This value is in percentage, say 50% or 80%.

      • Opportunity Value: Monetary value or worth of an opportunity.

      • Forecast: Revenue expected from the opportunity. Forecast amount is populated with the opportunity value, but can be changed.

    6. Click Add Opportunity.

The opportunity is created. You can go to its detail view where you can add more information about it.

Add Campaigns

To add a new campaign for the prospect, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.
    2. In the list view, select a prospect on the grid and click  to select View Details.
    3. In the detail view, go to the Campaigns tab and click Add Campaign.

    4. On the Add Campaign dialog, add a new campaign or select an existing one from the list.
    5. Click Done. The campaign is added to the prospect record.

You can go to its detail view and add more information about it.

Unassign Campaigns

To unassign a prospect from a campaign:

    1. Open the Prospects screen from the side menu > CRM > Prospects.
    2. In the list view, select a prospect on the grid and click  to select View Details.
    3. In the detail view, go to the Campaigns tab.

    4. Select the campaigns on the grid to be unassigned and then click Actions > Unassign.
    5. You can also click https://www.bqecore.com/webapp/help/dropdown-caret.png on a row and select Unassign if you want to remove a single campaign from the list of assigned campaigns for the prospect.

All the selected campaigns are no longer assigned to the prospect.

Add Documents

To add a document to a prospect record:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    2. In the list view, select a prospect on the grid and click  to select View Details.

    3. In the detail view, go to the Documents tab and click Add.


    4. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.

      • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.

      • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.

      • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.

      • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.

      • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.

      • Box: To link files stored in your Box account, enter its Description and then browse for it.

      • Resource Library: To link company resources, select the resource from the library.

    1. Click Add.

  1. Core pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the row-action menu. Core automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. It displays the status of the document, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration.

Add To-Dos

You can create and view the to-dos for your prospects on this screen. These to-dos can be tasks or action items for the prospects. Core allows you to add to-dos from the detail view as well as list view (row-action menu). The Type is pre-filled based on the screen where you are adding the to-do. The ID is pre-filled based on the record to which you are adding the to-do. Core allows you to create time entries from your to-dos.

To add a new to-do task for a prospect, follow the steps below:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    2. In the list view, select a prospect on the grid and click to select View Details. (Alternatively, you can select Add To-Do instead and quickly add a task from the dialog.)

    3. In the detail view, go to the To-Dos tab and click Add.

    4. Enter the required information in the top row of the grid:

      • Description

      • Start/End Date

      • Assigned To

      • Priority: level ranging from low to high

    5. Click Done. After saving it, you can click Detail to view its details.

Note: You can create time entries from the selected to-dos by clicking Actions > Create Time Entry. Core also prompts you to create time entries when you update the to-do status to Complete or mark % Complete to 100%.

Add Notes

You can add, review and edit notes for your prospects as well as their contacts from the detail view. Core auto generates a note for any automated touch-points like emailing the prospects, when follow-ups and to-dos are completed, etc. Core also allows you to quickly add and modify notes from the list view. It also displays a badge for the number of notes attached to the prospect. You can quickly preview the notes by hovering over the Notes link.

To add a new note for a prospect:

    1. Open the Prospects screen from the side menu > CRM > Prospects.


    2. In the list view, select a prospect on the grid and click Notes on that row for quick access.

    3. On the Add & Modify Notes dialog, enter or edit your notes.

    4. Click Done. You can check out its details by clicking Detail on its row.

    5. Alternatively, click on the row to select View Details.

    6. In the detail view, go to the Notes tab and click Add.


    7. Enter the required information in the top row of the grid:

      • Category

      • Description

      • Status

    1. Click Done. After saving it, you can click Detail to view its details.

Email Prospects

Email tracking is essential in any CRM system. Core allows you to view, send and track emails from the Prospects screen. The Emails tab lists and tracks all the emails that are sent from Core CRM. You can email prospects using the powerful email templates that support advanced preview. The Core Office 365 integration extends to the CRM emails for prospects and prospect contacts. You can sync email communications with your CRM contacts directly to Core and also use your Office 365 account to send out emails from Core. If your prospects have multiple email IDs, Core considers all of them while getting the email conversations from your Office 365 email account.

Note: Provided you have set up your Office 365 integration, as a regular CRM user, you can use the read-only feature to sync emails from your inbox into Core CRM, even if the Global Settings to allow employees to use Office 365 as outgoing email is turned off. If that option is turned on, you can send emails as well as respond to the incoming emails from within Core.

To email prospects:

    1. Open the Prospects screen from the side menu > CRM > Prospects.
    2. In the list view, select a prospect on the grid to be emailed and click https://www.bqecore.com/webapp/help/dropdown-caret.png to select Email. Alternatively, you can select multiple prospects in the list view and click Actions > Email to send emails to the prospects in a batch mode.
    3. You can also go to the detail view > Emails tab and click Compose Email.
    4. On the Compose Email screen, enter the required information:
      • To: You can send an email to multiple recipients and also copy them using the CC and BCC options. You can click on the Choose Contact icon to open the Address Book and select multiple individuals or groups to email. However, if you are using a trial version of Core, it does not allow more than 3 distinct recipients at a time. For paid subscriptions, this limit is 50 recipients at a time.

      • Subject: Subject line of the email. You can also insert smart fields into it using the Add Smart Field option on the right. Besides the other regular fields, Core allows you to select the custom fields listed at the bottom of the drop-down.

      • Template: You can select a predefined email template. It is pre-filled here if you have selected it previously for the campaign.

      • Message: It can be entered and edited using the formatting toolbar. You can also insert smart fields into it using the Add Smart Field option on the toolbar. Besides the other regular fields, Core allows you to select the custom fields listed at the bottom of the drop-down.

    1. To attach files, click Add Attachments at the bottom. You can also drag-and-drop any file into the Compose Email window from your desktop or email program.
    2. Click Preview Email if you want to view the email before sending it.
    3. When you have finished, click Send Message.

    4. Back on the Emails tab, you can preview the email details by clicking to select View Details. If you have integrated with Office 365, you can see the email thread details by clicking on an email in the list view. Core automatically refreshes the emails if the last refresh was done more than 60 minutes ago. The date and time stamp reflects the time zone from your calendar settings (local time).

If the email is sent to an address that is no longer working, there is a bounce-back email sent to let you know about this. You can check the Email Status (Sent, Read, or Failed) in the Emails list view to know if they were read by the recipients.

Note: You cannot remove the default or system attachments. Only user-defined attachments can be added or removed. Core restricts the file size of the attachments to 10 MB and sends the attachments as a single zipped file.

Add Contacts

Additional contacts can be added to a prospect record as you engage with more people from a company or identify the decision maker. It is a good practice to keep the CRM up-to-date with all contacts in a company.

To add a contact for the prospect:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    2. In the list view, select a prospect on the grid and clickhttps://www.bqecore.com/webapp/help/dropdown-caret.png to select View Details.

    3. In the detail view, go to the Contacts tab and click Add.


    1. On the Contact Detail > Details screen, enter the required information:

      • Name

      • Display As: Numbers, letters, or a combination of both, up to 65 characters

      • Company

      • Department

      • Contact Address

    1. To add a contact method, click Add Contact Method. You can choose the desired option from the drop-down (say Email or Mobile) and then enter that information.

    2. Click Save.

    3. The contact record is saved and you can add notes for it from its Notes tab.

    4. Click Save & Done.

The new contact displays in the list view.

Clone Prospects

If you have many similar prospects, it saves time to create a new one from an existing prospect. In other words, you can duplicate a prospect record to create new ones and then edit that for any changes. The basic properties and attributes of the prospects are cloned to the new records.

To clone a prospect:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    1. Select the prospect on the grid that you want to clone and click to select Clone.

    2. On the Prospect Clone dialog, enter the required information:

      • Clone From

      • Clone To

    1. Click Clone.

The newly cloned prospect is displayed on the grid. You can go into its detail to edit it, if needed.

Add Follow-Ups

Core allows you to follow up on your prospects. Core also allows you to create time entries from your follow-ups.

To add a follow-up for a prospect, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.


    2. In the list view, select a prospect on the grid that you want to follow up on and click Follow-Ups.

    3. On the Add & Modify Follow-Ups dialog, enter the required information in the top row of the grid:

      • Description: Name or description of the follow-up.

      • Follow-Up Date: Date of the follow-up deadline. This is the date by which the follow-up needs to be done.

      • Follow-Up Type: Type or category of follow-up in Core CRM, say email follow-up or phone call follow-up with a prospect.

      • Assigned To: Person to whom the follow-up is assigned. You can assign a follow-up to a sales person.

      • Priority: Indicates the priority of the follow-up, whether high, low or medium.

      • Status: Indicates whether a follow-up is active, on hold, inactive, completed, etc. It gives the status of the follow-up.

    4. Click Done. The follow-up is attached to this prospect now.

    5. After saving it, you can click Detail to view its details. You can track all of them on the main Follow-Ups screen and receive notifications on them.

Note: Core also prompts you to create time entries when you update the follow-up status to Complete.

Batch Update Prospects

Making batch changes to the prospect records is a non-reversible process. Batch update also allows you to reset the values to none if the field is not required.

To batch update prospect information:

    1. Open the Prospects screen from the side menu > CRM > Prospects.


    1. Select the prospect records on the grid that you want to change and click Actions > Batch Update.

    2. On the Batch Update screen, select the relevant fields and enter new values for them.

    3. Check the disclaimer at the bottom and click Update.

    4. To edit a single prospect, select the prospect on the grid and click to select View Details.

    5. In the detail view, enter more details or make your changes.

    6. Click Save & Done.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    1. In the list view, click More > Show/Hide Columns on the action bar.
    2. Select or un-select the column names in the drop-down list, say Status.
    3. Next, click the column name you want to sort the data by, say Created.
    4. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

Export Prospects

In Core, you can export prospects to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export prospect records to a .CSV file, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Import Prospects from CSV

In Core, you can import prospects or contacts of existing prospects from a Comma Separated Values (.csv) file format. Core imports data from the selected fields from the supported spreadsheets. You can map the relevant fields between Core and the CSV file and save those mappings for the future.

The csv file being imported must contain the following:

    • Company Name for a company-type prospects: If any of the two names (First Name and Last Name) are missing or the records have a company name, then the prospects are imported as of type Company with Display As name being the Company Name.
    • First Name and Last Name for the individual prospects: If the records have a First Name and Last Name present, the prospects are imported as of type individual with Display As name being First Name + Last Name.
    • First Name, Last Name or Display As for importing contacts
    • If contacts are imported without the Company field, Core uses the prospect's company as the contact's company, just like when you add contacts to a prospect manually.

Note: You can download a sample import file to see how your import file should be and what kind of data it should include.

To import prospect records from a .CSV file, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    1. In the list view, click More > Import from CSV.

    2. On the Import Prospects from CSV dialog, choose the CSV (UTF-8 encoded: UTF stands for Unicode Transformation Format. It is character encoding format that can be as compact as ASCII (if the file is plain English text), but can contain Unicode characters as well. It uses 8-bit blocks to represent each character that is encoded. UTF supports many languages and can accommodate pages and forms in any of those languages.) file to be imported. You can drag-and-drop the file or click to browse to its location.

    3. Click Upload.

    4. On the Map Your Prospect Fields dialog, you can match the relevant Core Fields with the CSV Headers for each prospect and contact. Each record requires a company and first or last name to be mapped. Also, you can map a Core field only once, not multiple times.


    5. You can select a Saved Mappings from the drop-down, if you have one from a previous import.

    6. You can also choose the Override duplicate records upon import option. This overwrites the existing prospects if the First Name, Last Name, Display As and Company fields match the imported records. In case of contacts, it overwrites the existing contacts if the First Name, Last Name, and Display As fields match the imported records.

    7. If needed, you can add more fields and contacts to the mapped list by clicking Add Field and Add Contact, respectively, at the bottom of the list. Click Continue. The imported prospects pre-fill the grid.

    8. On the Review Mapping dialog, review the selected records and their mappings. Un-check the records that you do not want to import.

    9. Click the relevant Import option:

      • Import

      • Import & Update Mapping: Imports the records and also updates the field mappings. This option is only available when you have selected a saved mapping previously.

      • Import & Save As New Mapping: Imports the records and also saves the mapping for the future.

The records are imported and displayed on the grid. It displays a list of records that were not mapped because of some errors such as missing fields. You can check the imported data and make changes, as needed. You can check the imported data and make changes, as needed.

Apply Filters

Besides filtering data using the standard fields on a screen, you can also use the custom fields for that, if you have set them up.

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.

    1. In the list view, click on the right.

    2. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    3. Click Add Filters to specify more filters.

    4. When you have finished, click Apply Filter. You can see selective data now.

    5. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list.  You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Prospects screen from the side menu > CRM > Prospects.


    1. In the list view, click on the top-right.

    2. You can access this screen from the side menu under Favorites.

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