How to add Prospect

Created by Matt Reid, Modified on Mon, 16 May 2022 at 02:11 PM by Matt Reid

  1. Go to the ‘Contacts’ tab, and click ‘Prospect’


  2. Once you have loaded the Clients tab, click 'New Prospect'

  1. There will be another webpage you need to fill out. 



  2. Once the line(s) have been entered, you can then finish adding Prospects by pressing 'Save'

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