3.1 - Adding a Prospect

3.1 - Adding a Prospect

Step 1)  Click the Command Center [+] in the top of your screen > New Prospect
Step 2) Fill in the Applicable Information into the "New Prospect Wizard"
Note: Fields with an * are required
Step 3) Select "Save & Close" to be taken into the newly created prospect profile OR click "Save & Add Contact" 

Add Optional Contact

When you could select the "Save & Add Contact" button when creating a prospect, it will display a page that will allow you to build out any contact(s) into the prospect profile.

Note: You also have the option to add contacts later directly into the prospect profile

Brief Prospect Profile Overview

Within the prospect profile you have the ability to:

  • Document Prospect Details
  • Add related contacts
  • Create Notes
  • Create Tasks
  • View Quotes for the particular prospect

Click the video below to view a summary tutorial:

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