Report Catalog - Prospects and Main Profiles

Report Overview

The Prospects and Main Profiles report is a fast way to generate a list of all sales prospects  and their main contacts broken down by your organization's sales representatives.


Generate a quick contact list of all sales leads with a click of a button.  Great tool for follow-up endeavors as well as obtaining a summary of your pipeline.

How to Run

From the File Menu, choose Reports > Profile Reports > Prospects and Main Profiles
This report requires no parameters, so it will run automatically 


Here is a sample of the report's output:
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1 comment
  • In this report I am not getting all my prospects? I also see on some of the entries on the list do not have the company information but instead have the individual contact information. What do I need to ensure is checked to appear in this report correctly?

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