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Prospects Report



This report will pull information on your prospect accounts. This can be used to see all active prospects or just prospects that have been entered within a specified date range.


  • See All Active: This toggle will cause the report to ignore the From Date and To Date and instead pull all currently active prospect accounts
  • From Date/To Date:  The date range for when prospects were entered
  • Member Attribute: Used to choose any of your member attributes to include in the report results
    • The system defined attribute Marketing Source will also be available from this list
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