The Prospects Missing Contact Info report lists prospects that do not have usable main contact information or additional contact information.
What this report is for
Use Prospects Missing Contact Info to find prospects that need cleanup before sales outreach or campaign targeting. A prospect with no email or phone is difficult to contact and may also be excluded from campaign audiences.
Screen path
Dashboard > CRM > Reports > Prospects Missing Contact Info
The screen title is Prospects Missing Contact Information.
Report columns
| Column | Meaning |
|---|---|
Company Name |
Prospect company. Click to open Prospect Detail. |
Website |
Prospect website if available. |
Contact Name |
Main contact name from the prospect record. |
Assigned To |
Assigned PAX user. |
Status |
Prospect status. |
Contacts |
Count of additional contact records. |
Missing Info |
Whether there are no contacts or contacts without email or phone information. |
Actions
Use Copy for Excel to copy the report rows as tab-separated text.
Click a company name to open the prospect detail record and add or correct contact information.
What happens behind the scenes
The report reads active, non-deleted prospects that have no main prospect email, no main prospect phone, and no additional company contact with an email or phone.
The report also counts additional contact records and shows whether the prospect has no contacts or contacts with no usable contact information.
Opening the prospect detail record from the report does not change data unless a user saves edits.
Running or copying the report does not update prospects.
Troubleshooting
A prospect with missing contact data is not listed
Likely cause: The prospect may have an email or phone on the main prospect record, or at least one additional contact has email or phone.
Safe fix: Open the prospect detail record and review both main contact fields and additional contacts.
Contact support if: The prospect clearly has no contact information but does not appear in the report.
A cleaned-up prospect still appears
Likely cause: The report data may need to reload, or the contact information was added in a field not checked by the report.
Safe fix: Close and reopen the report. Confirm the main prospect email/phone or an additional contact email/phone was saved.
Contact support if: Saved contact information is visible but the prospect remains listed.
Copy for Excel does not work
Likely cause: Browser clipboard permission may be blocked.
Safe fix: Allow clipboard access for PAX and try again.
Contact support if: Clipboard access is allowed but copying still fails.