Creating a Prospect or Call List : Cornerstone

Creating a Prospect or Call List Print

Modified on: Thu, 13 Aug, 2020 at 11:56 AM

From the List View of your contacts page, click on “Search Contacts” under Take Action.
Fill in search criteria such as “Source” and “Type.”
Use the search dropdown features to narrow down your results (see “How to Use Search Dropdowns” for more information.)
Click Search at the bottom.
The system will produce a list that matches your search criteria.

See the CRB training manual for more information: p. 16

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Creating a Prospect or Call List Print