9.2 - The Prospect Profile

The Prospect Profile
Details

This section holds the basic information that you plugged in for this prospect.

Contact Section

Adding Additional Contacts

The contact section in the Prospect Profile is where you can keep up with your contacts at the company you are prospecting. Just click the [+] button in the black bar in the contacts section.

Primary Contact

You can set a contact as the primary contact by clicking the edit button and checking the PRIMARY box:

Prospect Notes

Adding notes to a prospect will allow you to keep up with the contact at the company... These notes will be transferred to the customer profile when it is upgraded.

Setting Follow up Tasks

Adding a "Reminder" to a phone call or email note will create a task reminder for you to follow up. To do so add a date to the REMINDER section when taking a note.

You can also add a task within the prospect profile page.

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