Current Targets
Your focused active-work list — accounts assigned to you and actively being worked. Also available as the Active status filter in Prospect Universe.
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. 🎉
Prospect Universe
Your working repository — prospects pulled in, assigned, or manually added. Find new prospects in Discovery, then bring them here with Add to Current Targets.
Nothing in this view yet. New prospects are found in Discovery (the incoming source feed) and brought into your working repository with Add to Current Targets.
Radar
Map view of PVS plants, third-party, competitors, Targets, and (opt-in) Prospect geography. The rep Active queue isn't mappable yet — those records have no coordinates.
Discovery
Intake & prospect hunting — the incoming engine feed of candidates. Triage here and bring prospects into Prospect Universe (assign onto the 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.