Prospect List (Report)

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Read the report selection overview

The Prospects List allows you to list all individuals and companies you marked as prospects.

Options

Click the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:

  • Sort by: You can sort by prospect ID or prospect name.
  • Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me about the types of filter options.

Note: You can filter this report by customizable fields for customers.