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Manager Platform Guide - Can I search, filter, and sort the list of prospects for an offering?
Manager Platform Guide - Can I search, filter, and sort the list of prospects for an offering?

You have several options to narrow down and revise the list of prospects

Joni Reeves avatar
Written by Joni Reeves
Updated over a week ago

On the Groundbreaker Platform, you can review and manage your prospects from the offerings detail page. Because you may have a large number of prospects, you will want to filter the list and sort them in the order that suits your needs.

To access the Prospects list, from the Home Dashboard:

=> Select Menu from the Home Dashboard

=> Select Offerings

=> Click on an offering

The search, filter, and sort capabilities are enabled by the boxes above the list of prospects.

Filter with text criteria

Enter text in the 'Filter prospects' text box to identify the search criteria to apply against your contact names and display just the ones that match.

Filter with attributes

You can click one of the boxes and then select a value from the list to filter. Only prospects with that attribute value will be displayed.

This example shows the list of values for Status, but you can click on NDA or Access to see the list of status values for those attributes as well.

You can choose more than one value. Whether it is one or several, the filter criteria you specify are listed. If you want to remove one or more of the criteria, you can clear it by clicking the 'X' located next to the value.

You can also select and combine filters when you select the values from More filters.

Sort

You have several choices for sorting your list of prospects. You can sort your entire list or sort a filtered list. Click on sort, choose the sort by field, and select ascending or descending to define the order.

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