Prospect

Check our short guide and find out how you can generate the Prospect report in the Prospect section to group and filter lead data.

 The Prospect Report allows you to group leads by personal contact details. To enable this function, contact your affiliate manager.

The Prospect Report allows you to group leads by personal contact details. To enable this function, contact your affiliate manager.

To view the report go to the All Reports > Prospect > Prospect section. You can generate the report using the following filters:

  • ID - Record lead ID

  • Email - Lead email

  • Phone Number - Lead phone number


The report displays:

  • ID

  • Email

  • Phone Number

  • Creation Date - The date and time when the lead was recorded.

  • Update DateTime -The date or time when the lead recording was updated.

To review detail data about a specific lead click the “View” button. The ID, Contact Type (the incoming lead type - Email/Phone number), and Value (incoming lead contact details) data are shown on the Prospect Contacts page.