Prospect Summary
The Prospect Summary summarizes the prospect information being stored on each person included in the report.
This report is designed to let you create a report of prospects and their prospecting information that will help you decide the nature and timing of your next contact with each person. For example, you can produce a report of all prospects in New Jersey or all prospects who share one of your customized rating codes.
1. Click Summaries > Prospect Summary in the Menu Bar.
2. Enter selection and sorting criteria to produce the report you desire. There is help available on each field.
3. Click OK to view the report.
4. Do the following, as needed:
5. Click 
on the report page to close the report.
Notes:
· When sorting or selecting people by interest code, the number of the interest code field is important. Consequently, take care to enter each interest code in its designated interest code field number.
For example, if you search for people with interest code med in interest code field 1, only those people who have med entered in interest code field 1 will match your search. Those with med in interest code fields 2-6 will not match.
· The Prospect Summary report should be produced in landscape, the default orientation.