Set a Contact Profile as a Potential Consultant

A contact profile can be marked as a Potential Consultant to help identify and group contacts with this status. This option can be turned on or off within the contact profile and can be used later to filter contacts based on whether the setting is selected.

1. If necessary, from the contact list, use the Search field to locate and open the contact profile.
2. From the profile toolbar, select the settings button.
3. Under the Options section, select Potential Consultant option, then select Save.
4. From the profile toolbar, select the save button.

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Additional Information:

• Filter Contacts by Potential Consultant
• Using Search and Advanced Search
• Contact Profile Toolbar