thankQ Help

If you have Account Managers you may wish to divide prospects between them.

1.Right click in the sub list window and select the Add a Prospect (Canvasser Selection) (via Power Search)

2.The Power Search form will be displayed for you:

•Select an existing Power Search, or

•Define a new Power Search. (How to use Power Searches are outside the scope of this document.)

3.Once you have found, or created your Power Search, click Finish to select the found contact(s) as prospects for the Canvasser. (You will be asked if you want to save the Power Search if you have created/modified it.)

4.Click in the tick box beside the canvassers and click Select

5.Enter the relevant details into the Prospect Details form

6.Click OK

Note: The prospects will be split evenly across those canvassers selected.