Prospect Plans

To view information about the prospect plans associated each organization in the structure and their employees, such as current stage and primary prospect manager, select the Prospect Plans tab on the Corporate Information page.

On this tab, you can select whether to view organization or individual employee prospect information. The bar chart displays the selected information for the organizations selected to appear in summary information.

• To view prospect information about the selected organizations such as current stage and qualified opportunity amount, select Organization summary.

• To view prospect information about each organization employee who is also a prospect in your database, such as primary prospect manager, select Individual summary.

You can filter the information that applies to a specific date range. For example, you can select to view only prospect information about the last 30 days. In the Show field, select the criteria of the data to view and select Apply. To remove the filter and display all prospect information, select Reset.

To change the organizations included in summary information, select Change Selections. For information about how to edit the structure selections, see Edit CorporateStructure Selections.

To access a prospect plan, in the Plan Name column in the grid near the bottom of the screen, select to link to the plan you want to view.

To return to the Corporate Structure page for the organization constituent, select Go to corporate structure on the action bar. For information about the Corporate Structure page, see Corporate Structure Information.