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Prospect Pinning
Ed Agner avatar
Written by Ed Agner
Updated over a week ago

Use Prospect Pinning to isolate Prospect Records in one place for sorting hot prospects in an easy-to-find location.

In Prospect Records, click the push pin icon.

Once click, the push pin icon will appear upright.

The Prospect will then appear in the pinned area to the right of every screen in Web Control.  Prospects will remain pinned for 5 days.

Note: Use the User Defined Settings option to make your pins area a tab within Web Control.

To un-pin a Prospect merely click on the push pin icon in the Prospect Record.  

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