Current Targets
Accounts assigned to you and actively being worked β your daily follow-up list.
Click a row for the full deep-dive.
Nothing pulled in yet. Go to Prospect Universe and hit Add to Current Targets.
Upcoming
Follow-ups and check-ins coming due.
Nothing in this window. π
Prospect Universe
All visible prospects/accounts you can review. Hit βAdd to Current Targetsβ to start working one.
No prospects in this tab.
Radar
Map view of PVS plants, third-party, competitors, and Targets. Current Targets and Prospect Universe layers are coming soon.
Discovery
The engine's scored feed β triage and push onto the rep board. Manager / owner only.
No engine records match. Import a feed or widen the filters.
Activity Report
Manager / owner only.
| Rep | Activity type | Count |
|---|
Admin
Owner / manager only.