Prospect settings allows you the ability to configure how you would like to view your XILO prospect table. You have the ability to hide prospects that do not fit your criteria, like "Hide if No Last Name".

How to get to prospect settings

  1. When you log onto the XILO dashboard, you will arrive on the "Prospect" page. Use the navigation menu and click on the "Settings" icon.

  1. Then click on the "Prospect Settings" tab.

  1. Then click which setting you would like to see implemented on your dashboard for your prospects. You are good to go

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