Prospect Page

As an product manager in GP Launch, a prospect page is a centralized location to manage prospective investors.

Getting to Prospect Page

1. Select Prospects from the menu on top of your screen.

An product manager can view a list of all prospects, including essential information like names, email addresses, activity status, last active date, products interested in, and associated firm names.

Prospect Management Actions

1. Add Prospects: product managers can input new prospects into the system with a click of a button. Click on this article to learn more.
2. Export List: This function allows you to download the list of prospects.
3. Edit Prospect Details: By clicking on actions within an associated prospect row, you are able to edit the following prospect details:
   • Name
   • Email
   • Firm Name
   • Products
   • Status
4. Assign Products: Product managers can see what products the prospect is associated with.
5. Status: View if a prospect is Active or Inactive. Inactive prospects have no access to any products or material posted to portal.
6. Track Engagement: You can view and analyze when a prospect was last active in the portal.
7. Filter and Sort: To manage large numbers of prospects, product managers can filter the list by various criteria:
   • Product
   • Status
   • Name
   • Email
   • Firm Name
   • Most / Least Active