Filtering your Contact List

• You can filter your contact list to quickly view the full pre-qualification questions without sifting through them all.
• Click the "Select" Columns button to view the full filter list. Click the check mark next to the one you want to see and a new column will be created in the contact list to view the information

Set priority stars for soliciting your next offering

• • Click the stars next to the persons name to save the star rating
  • 3 stars = high 
  • 2 stars = medium
  • 1 star = low
  • 0 stars