Managing Prospects

Prospects are the first step in going from zero to sold.

A Prospect is simply an individual's contact profile that lists certain information about them, serving as an early-stage lead before qualification.

Create a New Prospect

Step 1: Go to your /prospects module in your portal.

Step 2: Click the "Create Prospect" button in the top right.

Step 3: Fill out the prospect information form including name, contact info, company, and assignment fields.

Step 4: Click "Save" to create the prospect.

Viewing Prospects

Once created, prospects will appear in the Prospects table.

You can filter, sort, and search the list using the controls at the top of the page.

Clicking on a row will open the detailed view where you can update any information the user has permission to edit.