Adding a new Prospect

The following will guide you through the process of adding a new prospect to the prospect database.

STEP 1

Under 'CRM,' select 'Prospects.'
STEP 2

Click the plus button to add a new prospect
STEP 3

Type in the name of the new prospect and select company or individual. Click the checkmark to continue.
STEP 4

Add the relevant contact information for the new prospect. Click the checkmark to save when you are done.