Generating and Exporting Prospect Data in CRM

This document outlines the process of generating and managing prospects data within a CRM system. By following these steps, you will learn how to access, filter, and export prospect information effectively.

Step 1

To begin generating prospects data, navigate to the CRM section of your application. Click on the "Prospects" option. In the "Prospect" section, you'll see a list of all the prospects associated with your branch.

Step 2

You have the option to apply additional filters to the prospects data. You can filter by client representative, prospect date, channel of inquiry, or the source of inquiry, which is relevant to the channel. Additionally, you can export the filtered data to an Excel file for further analysis.

Step 3

This process allows you to effectively manage and analyze reports on prospects data.

Updated on: 04/12/2025