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• Briefcase settings are located under Settings > Administration > Settings > Prospect ProfilingApp Setup > Lead Qualification > Hot Leads
• Sales and/or marketers can view prospects in Briefcase by going to Report Sales > Hot Leads

Features

Default View

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1. Watch
   1. Clicking this icon brings up a popup to add the prospect or company as the user's favorite. This is the same functionality as the popup in the Visitors page. 
   2. A colored version of an eye is shown if the individual and/or company is already in the user's favorites. 
   3. A black and white version of the eye is shown if the individual and/or company is not in the user's favorites. 
2. Ignore
   1. Clicking this removes the prospect from the users briefcase (not the company's briefcase). When they are removed they will not be visible in the Briefcase program. This simply removes the prospect from this view by hiding them. 
   2. Click the red/silver x icon to hide the prospect from view.
   3. When the icon is clicked the prospect is hidden from the Briefcase and cannot be viewed in future visits. 
3. Nurture
   1. Clicking this icon brings up a popup to add the prospect to a nurturing campaign. 
   2. A color version of a green plant is shown when the prospect is already part of a nurturing campaign. 
   3. A black and white version of a plant is shown when the prospect is not part of a nurturing campaign.

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Changing Views

Briefcase has multiple "Views" which is handy for individuals with different roles in an organization. For example, a sales person might use the Visitors and My Favorites View whereas a VP of Sales (managing an entire sales team) might use the My Company view. Each View is described below. To change your View click the drop down next to "View"

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1. Views
   1. My Leads = Only displays Briefcase prospects where the user is the Lead Owner.
   2. My Favorites = Only displays Briefcase prospects that are marked as a Favorite and have the Lead Owner as the user. 
   3. My Company = Shows all prospects for your company.
2.  Hot Prospects vs. Active Accounts (*coming)
   1. Hot Prospects shows Briefcase prospects.
   2. Active Accounts shows only accounts sorted by Inbound Activity. 

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Once Prospects are ignored they can be un-ignored by clicking the gray X icon. By default, prospects are hidden from your View once they are ignored. To display ignored prospects within your View check the "Show Ignored" check box as seen in the screen shot below. 

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Briefcase Processing

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