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Understanding the Main Prospect Screen in Web Control

Ed Agner avatar
Written by Ed Agner
Updated over 6 years ago

The Main Prospect screen contains four main components:

  • Header

  • Top Level Navigation

  • Left Navigation

  • Prospect Listings

Header and Top Level Navigation

The header contains:

  • Dealership name

  • User list (for Manager users)

  • Log Out link

  • Settings link

  • Dealership list (for users with access to multiple dealerships)

  • Support list to access Support, Online Help and Training Videos

  • Quick Search

Left Navigation

The left navigation contains links to:

  • Scheduled Actions

  • Recent Activity

  • Unassigned Prospects (if applicable)

  • Sales Status Folders and Sub-folders

  • Prospect Type views

  • Source list

  • Personal Email and folders

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