Locating Tradeshow Leads (Deals) in Highrise

1
Navigate to Deals in Highrise.

2
Filter by a custom field. Select “Lead Source”.

3
Select the tradeshow (lead source).

4
Filter for your name.

5
Your results are shown. Scroll to bottom to expand list.elect the tradeshow (lead source).

5
Your results are shown. Scroll to bottom to expand list.elect the tradeshow (lead source).

6
This list can be exported to an Excel Spreadsheet.

7
Back in Highrise, inside each deal you can edit for confidence level, sales stages, add a task, add a note, add a file/attachment, forward or bcc an email, etc.