How do I view and search my prospects?
The Prospects page has search, source/assignee/disposition filters, and List or Pipeline views.
Steps
- Open the Prospects tab. Toggle List or Pipeline view at the top-right.
- In List view, search by name, email, phone, or company.
- Narrow with the dropdowns: All Campaigns, All Assignees, All Dispositions, All Intents.
- Managers/admins get a "My leads" toggle to show only their own book, and Clear filters to reset.
- Use Load more to page through, and Export CSV to export everything matching your current filters.
Reps see their own assigned book; admins and managers see the team plus unassigned leads.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.