Download ProOMS: The Proforma Owner Management System

Prospect Assignment (Owner Only)
In this “User Account Management” section, the Proforma Owner will be able to manage the
assignment of the prospects they receive each month through the “drip,” as well as any other
Contacts in the ProSMART database. This will be beneficial when new prospect records are added to
the database or when a sales rep leaves your organization or changes territories. This will ensure that
a contact will not be overlooked.
Manage your Prospect Drip
1. Click on the “Manage Prospect Drip” option from the “User Account Management” category in
the left navigation menu.
You will see a page that is divided vertically. On the left is a list of all the Sales Reps in your company,
including yourself. Below each rep’s name is a list of all the contacts currently assigned to him or her.
To the left of each rep is a place to reassign the contact to another sales rep.
Any new prospects that are in your system from the monthly prospect drip but are currently
unassigned will be at the very top of the page in an area labeled “Unassigned.” Contacts that are
imported manually into ProSMART by you will be found in the area under your name (or under the
name of the person whom you are logged into the system as.
ProSMART - 2/20/2002
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