Add a new Prospect

To create a new Prospect, go to Settings > Corporate Clients. Change the option from Corporate Client to Prospect, then select

The new Prospect record will populate.

Enter a Prospect ID (Max 20 characters) and the Prospect Name (Max 100 Characters).

Select

to save the Prospect record.

In the Contact card, click the Prospect Name to open the contact information.

Enter the contact detail for the Prospect.

If required, click

to enter Contact Communication.

Select

to save the Prospect Contact detail.