Content Comparison

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• Prospect Search

• Application Search

Tip: Reviewing the Prospects vs. Applications article will provide information helpful in understanding the Search features.

Note: When performing a search in a dropdown filter, partial matches will automatically display in the search results as you enter the search criteria.Tip: Reviewing the Prospects vs. Applications article will provide information helpful in understanding the Search features.

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Prospect Search

1. Open inFlow. The Find Prospects & Create New Leads section will be open by default.
   
   

   

2. Enter any of the following search criteria:

   1. Reference ID

   2. Campaign

   3. Last Name

   4. First Name

   5. Mobile Phone

3. Click the search icon.

4. The Prospect Search Result popup will open with results.
   
   

   

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