Prospect Pool Activity Report

Note: This resource is available to organizations that have the Prospects/CRM feature.

Prospect Pools and Stages are a valuable way to categorize your prospects and indicate where they are in your prospecting process. They make it easier to deliver the right message to the right person - and track the outcomes of your efforts for constant improvement.

With the Prospect Pool Activity report, you can now show and understand all of the activity that’s occurred in a prospect pool within a given period of time, including the number of prospects to enter a specific stages, remain in stages, move out of stages, as well as the number of prospects that were either stopped being considered as a prospect or converted to a candidate while in specific stages.

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Entered Stage represents how many prospects entered that specific prospect stage during a given period of time.

Remained in Stage represents how many prospects remained in that specific prospect stage during a given period of time.

Moved out of Stage represents how many prospects were moved out of that specific prospect stage in a given period of time.

Stopped Considering represents how many prospects were marked as “no longer consider” when they were in that specific prospect stage.

Converted to Candidate  represents how many prospects were converted to candidates when in that specific prospect stage.

 

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