How do I view a prospect record?

Seraf Deal Flow users can view a prospect by going to their Deal Flow Pipeline page and clicking on the prospect name. Depending on the deal flow stage of the prospect, you might need to choose one of the tabs to find the particular prospect within a specific stage. If the deal flow stage is unknown, then you can go to the ALL tab to locate the entry or simply enter the name or keyword in the search box. Click on the prospect name to see the prospect page, otherwise known as the prospect record and prospect profile. 

Note that the prospect record fields are customizable by administrators through the Deal Flow Settings Custom Settings.

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