Quickly Filter your Prospect List to find the ideal opportunity
Align your follow-up with your sales goals by filtering your Prospect List. Whether you're catching up on Flagged prospects or focusing on prospects who are Not Lost, you'll find all filtering options are smarter and easier to find.
Why did we do this? To help you find the ideal opportunity, every time.
See only your team’s prospects
Save yourself from unnecessary scrolling by filtering out the prospects not assigned to your team. Just click the Salesperson filter, then select “Following”.
Why did we do this? To help you stay up-to-date with information about your team's opportunities.
Quickly review paused prospects for buyers
Paused prospects often return to your website to shop for a family member--when you’re searching for a deal to close out the month simply filter your Prospect List by Paused Prospects (found in the lower left of the Prospect List) to review buyers that have potential to be back in the market.
When a prospect is paused they will not be published to your Coffee Report and Notifications will not be sent, for that reason we recommend only pausing prospects for a month after their initial purchase.
Why did we do this? To give you greater visibility into the prospects that you or your team paused.
Improved efficiency with a beautifully simple Prospect List redesign
Stay on top of your hottest opportunities quicker than ever before with a clean redesign of the Prospect List. We've highlighted and simplified the pieces of the Prospect List that you said mattered the most.
Why did we do this? To help you stay up-to-date with vital information quicker than ever before.
Provide your new team members advanced prospect insights
Make sure your hottest sales prospects are being worked by adding your new team members to Foureyes Tap! Simply click the name of your new team member on the Prospect List, and invite them to Tap from the team management page.
Why did we do this? To help you keep your team updated and informed of their opportunities.
Save time assigning prospects with the “Assign Prospect" CRM link
Click right through to your prospect’s CRM profile to assign a salesperson from your Prospect List. This will ensure your team is receiving notifications to follow up -- no more digging through your CRM! The new assignment will reflect in Tap the following morning.
Why did we do this? To help you ensure your teams are working every hot website lead.
Let us know what you think of the new Prospect List at firstname.lastname@example.org!
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