How to Search for a Prospect

Follow this guide to successfully find the prospect you are looking for.

  • Click on the Prospects tab on the left-hand menu
  • Make sure to select the Prospects option on the drop-down
  • You will see a search bar at the top of the page, enter in the name of your Prospect.
  • You may click on that prospect and view all contact information as well as the sequences they are currently enrolled in.