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Info |
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If you still need to import or create the prospect see: |
📘 Instructions
1) Open Prospect Info-box
By double-clicking your prospect in MapView you can open the info-box
General Tab
Here you can see a summary of some propsect attributes collected from the prospect’s data table.
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Risk Tab
Clicking on the Risk tab will view the prospects Risk Plot
The Risk Plot is drawn using data from the prospect’s Probability Fractions found in the Data Table (Part 3)
2) Prospect Options Overview
On the left-hand side of the info box are the following options icons:
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Documents (*pdf, *excel, *ppt)
Importing NPD Standard Data
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Comments (enter manually)
Go To Position - Zooms to position on map
Change Layer - Will open new box allowing you to move the prospect to another Layer Group
View and edit data table- viewing, editing prospect attributes
Export - Will allow you to export the prospect and associated metadata as a geojson file.
3) View and Edit Prospect Data
Click on the View and edit data table button
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In this table you can view, edit, import and export your prospect attributes for up to 3 cases.
When finished editing, click save button before closing.
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4) How to Export data in NPD Standard Format
Click the export button in the top right corner
In the pop-up box, select a location and name. Then click Save
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5) How To Import prospect data in NPD Standard Format
In order to import prospect/lead dataf from an external source it must be from the NPD Prospect Data format.
A template is available on the npd website in the link below:
status-report-surrender.xlsx (live.com)
Once you have filled out the excel sheet, click the import button in GLEX
Find your template and click Open
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Your prospect data table will now be populated with data.
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