Set a Contact Profile as a Potential Consultant

Contacts can be set as a Potential Consultant (or conversely unselected, which is the default setting) as another way of grouping a selection of contacts that have the potential of being recruited.

1. From the contact list using the Search field, locate and open the contact profile.
2. From the profile toolbar, click .
3. Under the Options section, select Potential Consultant, then .
4. From the profile toolbar, click  to save and close.

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Additional Information:

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