Prospect management overview

Effortlessly track essential lead details through the Ressio "prospect management" feature. The prospects list conveniently summarizes all your project opportunities alongside your other jobs.

Adding a new prospect

A new prospect can be added to Ressio the same way you would add a new project.

1. Navigate to the All projects page and click New project
2. Enter the desired project information, scroll down, and opening up the Prospects information group
3. Input any relevant prospect details in the available fields
4. Click Submit to save

Viewing, sorting, and filtering your prospect list

Your list of prospects can be viewed, sorted, and filtered at any point in time by navigating to your All projects page, and selecting the Prospects tab.

To sort your prospect list by a desired data field, simply click the desired data column in the header row. To  filter your prospect list by a desired data field

1. click the "hamburger" menu icon in the desired data column header
2. click the "filter" icon
3. use the check boxes select the appropriate data fields you want filtered
   
   
   

Editing prospect information

As a prospect evolves, you will need to make edits to relevant data fields. the prospect information can be found by

1. Click into the prospects project from the Prospect tab in the All projects page
2. Navigate to the Project details page and select the Prospects tab
3. Edit any desired information