Use this workflow to narrow the Prospects list by status, type, assigned user, missing contact information, company size, and search text.
When to use this workflow
Filter prospects when you need a working list, such as open qualified prospects, unassigned prospects, prospects missing phone numbers, or prospects assigned to one salesperson.
Steps
- Open Dashboard > CRM > Prospects.
- Select
Filters. - Choose one or more filter values.
- Select
Apply Filters. - Use
Search prospects...if you also need to search within the filtered list. - Select
Reset Allwhen you want to clear saved filter values.
Filter options
| Filter group | Values |
|---|---|
Status |
New, Contacted, Qualified, Converted, Lost |
Prospect Type |
Active sort codes from System Settings. |
Assigned To |
Unassigned or a PAX user. |
Contact Info |
Missing Email, Missing Phone, Missing Website |
Company Size |
Small, Medium, Large, Mega |
The search box checks company name, main contact name, email, and phone within the list that has already been loaded.
What happens behind the scenes
The filter panel sends selected filters to the server. PAX returns the matching active, non-deleted prospects.
The Contact Info filter looks for missing values on the main prospect record. If more than one missing-contact value is selected, the prospect must match all selected missing values.
The search box is browser-side search against the returned list. It does not run a new server search.
PAX saves prospect filter selections in browser local storage, so the same browser can remember filters between visits.
Troubleshooting
Too few prospects appear
Likely cause: Multiple filters are active, or the missing-contact filters are combining more narrowly than expected.
Safe fix: Select Reset All, then apply one filter group at a time.
Contact support if: A prospect still does not appear when all filters and search text are cleared.
Search finds nothing
Likely cause: Search only checks the filtered list currently loaded.
Safe fix: Clear filters first, then search again.
Contact support if: The prospect appears in another report but cannot be found from Prospects.
Filters keep coming back
Likely cause: Prospect filters are saved in the browser.
Safe fix: Open Filters and select Reset All.
Contact support if: Filters return immediately after reset.