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.
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.
If you have more questions or feedback, please use the live chat in-app (located in the bottom right corner) or contact email@example.com.