New prospects
The "New prospects" widget shows the last created prospects, sorted in descending order by the "Created on" date. By default, the 10 latest created prospects are shown in the table with the "Name", "Zone", "Created on" and "Advisor" columns.
By clicking the names in the "Name" column, you go directly from the global dashboard to the corresponding prospect view.
Element | Description |
---|---|
Number of prospects | By default, the 10 last created prospects are shown. If necessary, enter a different number in the input field. |
Only own | Select this checkbox to view only your prospects, that is, the prospects that have the same prospect as the user logged in to Infront Advisory Solution. |
Prospect status | All created prospects are shown by default. To filter the list by a certain prospect status, select it in the drop-down list. In the title bar of the widget, you then see the filter result and the "Status" column is hidden. Example "New prospects (status: prospect)" |
Confirm your configuration by clicking the "Apply" button.