Finding - Summary of Customers Form - All of Type Prospect  

1. From the Contacts menu, choose Summary of Customers & Prospects to open the Summary of Customers & Prospects form.  (Shortcut Key:  Shift+F3)

2. Right-click on any record in the Type column.

3. In the Filter For box, type in “Prospect”, and then press Enter.

4. The list of customers should now be filtered down to all those that are of the type “Prospect”.

ID: L1047