Create, view and edit Prospects within your Super-Admin organization
| Current | Prospect/Type | Decider | Lead | Referral | Sales Admin | Actions |
|---|---|---|---|---|---|---|
1/2/19 ? Active Stage-3 Follow Up |
Prospect AProspect Type #1 
  |
Andre Agassi
|
Randy Savage
|
David Schwimmer
|
Neil DeGrasse Tyson
|
 |
2/2/19 ? Stalled Stage-2 Get Response |
Prospect BProspect Type #2
|
Maury Povich
|
Ben Affleck
|
Reese Witherspoon
|
Jennifer Garner
|
|
3/2/19 // Dead Stage-1 Reach Out |
Prospect CProspect Type #3
|
Fran Drescher
|
Linda Ronstadt
|
Fiona Apple
|
Craig Newmark
|
|
4/2/19 ? Active Stage-4 Present |
Prospect DProspect Type #4
|
Chris Long
|
Mark Hammill
|
Talib Kweli
|
George Clooney
|
|
5/2/19 ? Stalled Stage-5 Negotiate |
Prospect EProspect Type #5
|
Muhammed Ali
|
Rainn Wilson
|
Ted Danson
|
Andy Samberg
|
|
6/2/19 ? Active Stage-6 Set Terms |
Prospect DProspect Type #4
|
Barry Diller
|
Julie Andrews
|
Jennifer Lopez
|
George Clooney
|
|
7/3/19 ✓ Closed Stage-7 Close Deal |
Prospect EProspect Type #5
|
Randy Quaid
|
Ben Stiller
|
Zach Galafanakis
|
Andy Samberg
|
|
8/3/19 ✓ Onboard Stage-7 Onboard |
Prospect EProspect Type #5
|
Sarah McLachlan
|
Ralph Machio
|
Penny Marshall
|
Dwayne Johnson
|
|
 |
Gabe KotterOffice: (555) 867-5309 X5555 |
| Password | ******* |
| Group | Admin Group A |
| Position | Product Manager |
| Reports to | Andy Samberg Job Title A |
| Status | Employee |
| Basis | Full-time |
| Education | Master's |
| Alma Mater | University of Washington |
| Personal Address | 8736 Main Street Los Angeles, CA 90001 United States |
| Emergency Contact | Arnold Horshack |
| Interests | Cooking |
| Other | Award of Excellence 2012 |
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Maecenas vel semper odio. Ut in arcu rhoncus, sollicitudin mauris non, rutrum odio. Vestibulum porta molestie pharetra. Aenean mattis semper ligula, vitae finibus risus rhoncus a. Ut ac pellentesque purus, sit amet convallis magna. Vivamus vel varius nunc. Vivamus eu ligula id magna molestie tristique non at risus. Donec scelerisque mattis tellus, a vulputate lectus elementum non. Etiam sed viverra mauris.
Integer volutpat ex justo, ut maximus tortor elementum vitae. Vivamus sit amet diam sagittis, euismod libero blandit, blandit velit. Proin sed odio molestie, egestas urna et, laoreet magna. Nam sit amet augue sed neque pellentesque egestas. Sed viverra consectetur turpis. Pellentesque rutrum lorem sit amet sem porttitor egestas. Quisque nec efficitur dui. Aenean ultricies vitae orci id feugiat. Nunc eget turpis quis est dictum molestie. Ut mattis nulla non turpis pharetra vestibulum id non arcu. Nulla blandit pellentesque neque et ultrices.
 |
Andy SambergOffice: (555) 555-5555 x555 |
| Group | Org Group A |
| Position | Job Title A |
| Level | A |
| Reports to | Jennifer Garner |
| Status | Employee |
| Basis | Full-time |
| Education | Masters |
| Alma Mater | University of Washington |
| Personal Address | 8576 Roundabout Lane
Anchorage, AK 99652 United States |
| Emergency Contact | Andy Richter |
| Interests | Telepathy |
| Other | Employee of the Year 2010 |
Enable Entire Super-Admin Section
Enable Groups
| Create Group | Edit Groups | Manage Types | Tether Groups |
| View Archive | Archive Groups | Delete Groups | Blacklist |
| Reinstate | Notes | Saved Filters | Import |
| Export |
Enable Personnel
| Create Personnel | Edit Personnel | View Archive | Archive Personnel |
| Delete Personnel | Blacklist | Reinstate | Notes |
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| Create Message | Filter Messages | Export |
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| Assign Task | Filter Tasks | Reassign Task | Re-open Tasks |
| Flag Tasks | Delete Tasks | Export |
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| Create Alert | Global Alerts | Group Alerts | Colleague Alerts |
| Toggle Alerts | Filter Alerts | Export |
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| View Activity | Filter Activity | Export |
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| Assign Request | Filter Requests | Mark Resolved | Expedite |
| Re-open Request | Export |
Enable Clients
| Create Client Types | Edit Client Types | Delete Client Types | Create Client |
| Edit Clients | Delete Clients | Archive Clients | View Archives |
| Manual Invoice | Client Rating | Sections/ Terms | Uplink |
| Import | Export |
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| Import | Export |
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Enable Sales Tax
| Import | Export |
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| Import | Export |
Enable Entire Organization Section
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| Create Org Group | Create Fulfillment | Create Sponsor | Create Patron |
| Create Advertiser | Edit Groups | View Archive | Archive Groups |
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| Saved Filters | Import | Export |
Enable Personnel
| Create Personnel | Edit Personnel | View Archive | Archive Personnel |
| Delete Personnel | Blacklist | Reinstate | Notes |
| Saved Filters | Import | Export |
Enable Dispatch
Enable Messages
| Create Message | Filter Messages | Export |
Enable Tasks
| Assign Task | Filter Tasks | Reassign Task | Re-open Tasks |
| Flag Tasks | Delete Tasks | Export |
Enable Alerts
| Create Alert | Global Alerts | Group Alerts | Colleague Alerts |
| Toggle Alerts | Filter Alerts | Export |
Enable Activity
| View Activity | Filter Activity | Export |
Enable Support
| Assign Request | Filter Requests | Mark Resolved | Expedite |
| Re-open Request | Export |
Enable Entire Registration Section
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Enable User Types
| Create User Type | Edit User Type | Create Segments | Delete Checked |
Enable Events
| Create Events | Edit Events | Manage Add-Ons | Tether Events |
| Update Statuses | Delete Events | Event Types | Notes |
| Show Reports | Export |
Enable Reports
| Create User | Create Quick User | Create Guest | Edit Users |
| Register Users | Decline Users | Pending Payment | Request Credentials |
| Confirm Employment | Mark Attended | Blacklist | Reinstate |
| Saved Filters | Pre-Approve | Company Admin | Dead Account |
| Notes | Print Badge | Assign VIPs | Import |
| Export |
Enable Registrants
| Create User | Create Quick User | Create Guest | Edit Users |
| Saved Filters | Merge Users | View Archives | Archive Users |
| Delete Users | Blacklist | Reinstate | User Types |
| Notes | Company Admins | Pre-Approval | Dead Accounts |
| Assign VIPs | Import | Export |
Enable Companies
| Create Company | Edit Companies | View Archives | Archive Companies |
| Delete Companies | User Types | Merge Companies | Blacklist |
| Reinstate | Saved Filters | Merge Companies | Notes |
| Import | Export |
Enable Exhibitors
| Create Exhibitor | Edit Exhibitors | Manage Picklists | Manage Districts |
| Manage Zones | Manage Booths | Exhibitor Types | View Archives |
| Archive Exhibitors | Merge Exhibitors | Mark Attended | Register Exhibitors |
| Decline Exhibitors | Blacklist | Reinstate | Pending Payment |
| Request Credentials | Confirm Employment | Saved Filters | Notes |
| Import | Export |
Enable Transactions
| Saved Filters | Apply Refund | Send Reminder | Send Retry Info |
| Notes | Import | Export |
Enable Entire Commerce Section
Restrict Section Settings
Enable Orders
| Create Order | Edit Orders | Delete Orders | Saved Filters |
| Mark Shipped | Apply Refund | Print Packing List | Approve Return |
| Notes | Import | Export |
Enable Customers
| Create Customer | Edit Customer | View Archives | Archive Customer |
| Delete Customers | Blacklist | Reinstate | Merge Customers |
| Saved Filters | Notes | Import | Export |
Enable Products
| Create Product | Edit Products | Create Product Bundle | Edit Product Bundle |
| Create Ancillary Product | Edit Ancillary Product | Product Types | View Archives |
| Archive Products | Saved Filters | Notes | Import |
| Export |
Enable Companies
| Create Company | Edit Companies | View Archives | Archive Companies |
| Company Types | Delete Companies | Merge Companies | Tether Companies |
| Blacklist | Reinstate | Saved Filters | Company Types |
| Notes | Import | Export |
Enable Entire Booking Section
Restrict Section Settings
Enable User Types
| Create User Type | Edit User Type | Create Segments | Delete Checked |
Enable Reservations
| Create Reservation | Edit Reservations | Register | Decline |
| Pending Payment | Mark Attended | Blacklist | Reinstate |
| Assign VIPs | Saved Filters | Notes | Import |
| Export |
Enable Registrants
| Create User | Edit Users | User Types | View Archives |
| Archive Users | Delete Users | Merge Users | Saved Filters |
| Pre-Approve | Group Admins | Assign VIPs | Dead Account |
| Blacklist | Reinstate | Print Badge | Notes |
| Import | Export |
Enable Groups
| Create Group | Group Types | Edit Groups | View Archive |
| Archive Groups | Delete Groups | Blacklist | Reinstate |
| Merge Groups | Tether Groups | Saved Filters | Notes |
| Import | Export |
Enable Venues
| Create Venue | Edit Venues | Manage Picklists | Manage Attributes |
| Manage Extras | Venue Types | View Archives | Archive Venues |
| Delete Venues | Notes | Export |
Enable Activities
| Create Activity | Edit Activities | Manage Picklists | Manage Attributes |
| Manage Extras | Activity Types | View Archives | Archive Activities |
| Delete Activities | Notes | Export |
Enable Entire Campaigns Section
Restrict Section Settings
Enable Clubs
| Create Club | Edit Clubs | Process Clubs | Club Types |
| View Archive | Archive Clubs | Delete Clubs | Notes |
| Export |
Enable Promotions
| Create Product Promo | Edit Product Promos | Create Event Promo | Edit Event Promos |
| Create Booking Promo | Edit Booking Promos | Promo Types | View Archives |
| Archive Promos | Delete Promos | Notes | Import |
| Export |
Enable Advertising
| Create Print Ad | Edit Print Ad | Create Web Ad | Edit Web Ad |
| Create Social Ad | Edit Social Ad | Archive Ads | Delete Ads |
| View Archives | Import | Export |
Enable Artisans
| Create Artisan | Edit Artisans | Artisan Types | View Archives |
| Archive Artisans | Delete Artisans | Notes | Export |
Enable Global Section
Enable Users
| View Archives | Archive Users | Delete Users | Merge Users |
| Saved Filters | Notes | Import | Export |
Enable Companies
| View Archives | Archive Companies | Delete Companies | Merge Companies |
| Saved Filters | Notes | Import | Export |
| Assignor | Details |
|---|---|
6/1/15 Elizabeth Banks |
Complete - 3/17/15 - 11:32 AM EST Assigned Task A Re: Venue A Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. |
6/1/15 Anthony Bourdain |
Recurring - Next Due: 7/1/15 Assigned Task B Re: All Active Events Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. Mark Complete |
6/1/15 Amy Poehler Rodney Dangerfield |
Open - Due Date: 1/1/14 Assigned Task C Re: Primary Event A Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. Images 3/16/15 - 4:23 PM EST
UPLOAD GRAPHIC Mark Complete |
6/1/15 Christophe Waltz |
Complete - 3/17/15 - 11:32 AM EST Assigned Task D Re: Tier-1 Club Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. |
6/1/15 Kate Upton |
Complete - 3/17/15 - 11:32 AM EST Assigned Task E Re: Product Bundle A Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. |
6/1/15 Ben Affleck |
Open - Due Date: 7/1/15 Assigned Task F Re: Commerce Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. Mark Complete |
6/1/15 J.K. Rowling |
Complete - 3/17/15 - 11:32 AM EST Assigned Task G Re: Events Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nam at tempus lorem, ut porta odio. Sed eleifend ligula nec eros tempor, sed tempus risus molestie. |
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Fiona Apple - 9/17/13 - 11:32 am est
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. |
 |
Robert DeNiro - 9/17/13 - 3:30pm EST
The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English. |
 |
Andre AgassiCompany A Job Title A Office: (555) 555-5555 x5555 Cell: (555) 555-5555 Email: aagassi@example.com |
| Role | Decider |
| Level | Level B - Director |
| Status | Employee |
| Assigned Sales Admin | Neil DeGrasse Tyson |
| Relationship | Friend of Friend |
| Contact Quality | Rock Solid |
ORIGIN STORY
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
INTEL
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
ORIGIN STORY
INTEL
| Latest | Prospect | Stage |
|---|---|---|
1/2/19 ? Active |
Prospect AProspect Type #1
|
Stage-3 Follow Up |
1/2/19 ✓ Closed |
Prospect BProspect Type #2
|
Stage-7 Close Deal |
1/2/19 ✓ Onboard |
Prospect CProspect Type #3
|
Stage-8 Onboard |
|
Fiona Apple - 9/17/13 - 11:32 am est
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. |
|
Robert DeNiro - 9/17/13 - 3:30pm EST
The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English. |
Prospect A8736 Main Street Los Angeles, CA 90001 United States (425) 765-3985 X3874 |
|
| Current Status | Active |
| Prospect Type | Prospect Type A |
| Primary Classification | Business to Business |
| Section(s) | Registration Booking Commerce |
| Sales Admin | Jennifer Garner |
DECIDER ORIGIN STORY
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
DECIDER INTEL
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
LEAD ORIGIN STORY
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
LEAD INTEL
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
REFERRAL ORIGIN STORY
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
REFERRAL INTEL
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
REOPEN STAGE-1
| Step | Details |
|---|---|
STEP-1 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-2 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-3 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-4 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-5 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
RE-OPEN STAGE-2
| Step | Details |
|---|---|
STEP-1 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-2 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-3 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-4 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
STEP-5 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
ADVANCE TO STAGE-4
Follow Up: 8/2/19 - 6:00AM
| Step | Details |
|---|---|
STEP-1 $150 Victuals $75 Leisure $75 Travel $200 Lodging 4 Hours |
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. |
+ ADD STEP
DETAILS
ADVANCE TO STAGE-5
DETAILS
ADVANCE TO STAGE-6
DETAILS
ADVANCE TO STAGE-7
DETAILS
ADVANCE TO STAGE-8
DETAILS
ONBOARD TO CLIENT
DETAILS
| Name/Title | Quick Views |
|---|---|
 Mike O'Malley |
|
 Jane Goodall |
|
Robin Williams |
|
ORIGIN STORY
INTEL
|
Fiona Apple - 3/17/12 - 11:32 am est
It is a long established fact that a reader will be distracted by the readable content of a page when looking at its layout. |
|
Robert DeNiro - 312/17/12 - 3:30pm EST
The point of using Lorem Ipsum is that it has a more-or-less normal distribution of letters, as opposed to using 'Content here, content here', making it look like readable English. |
NOTE
Mark as Favorite
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