Adding a Contact to an Existing Prospect

Overview

The following helpsheet explains how to add a contact to an existing prospect from within the prospect database.

STEP 1

From you main menu click on 'Prospect' as shown below.

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STEP 2

Select the prospect you want to edit and either double click on it or hit the triangle

 

  

STEP 3

Select the contact tab in the change prospect screen. Click the plus button to add a new contact

 

  

STEP 4

Fill in the new contact details

 

 

STEP 5

To add a new address, select the address magnifying glass. Click the add button.

 

STEP 6

This brings up a screen to add an address

 

STEP 7

Fill in the new address details and click through the checkmarks to save your entry.