#prospect lists

In Rexter, a "project group" is a list of people associated with a short-term goal - one with a deadline!

A lot of our customers used to track these lists in Excel (a painful time suck). We're building a tool so you can import lists right into Rexter; until then, this helpdesk article explains how to transfer those gnarly lists into your account.

Once your list is in a project group, you can easily work through the list and see all of your past emails, meetings, calls, and notes in one place. You can also track their status using the 6 status fields. And you'll have that information everywhere you go, 24/7, via the web and your mobile app.

So what kind of project groups should you create? Start with the most important deadline-driven goals you're working on RIGHT NOW.

Do you have a list of deals you're working to close by a specific date?

Do you need to set up meetings at an upcoming trade show?

Do you need to renew a specific set of clients? 

PLUS they're easy to set up because you've probably been meeting, emailing, and calling these people during the last 30 days. That means you can go to your NETWORK page & sort by last contact date:

Within the first few screens, you should spot a lot of the people who belong on these lists. Just check your group members and hit the "Add to a Group" button. (You can put them in an existing group or create a new one.)