Related Articles
Add task for a Prospect
Click on the Prospects module. Click on the Prospects name or on the check box against it. Click on add task icon on the popup menu (as shown below) or Click on the add task that is under Upcoming Tasks A add task form will open, fill the information ...
Add alternative email address for a Prospect
Click on the Prospects module. Click on the Prospects name. Click on the Add Email Address. Enter email address. Click on Tick icon to add.
Add alternative phone number for a Prospect
Navigate to the Prospects module. Click on the Prospects name. Contact Profile will be opened, click on the Add Phone Number. Enter phone number. Click on Green Tick icon to add.
Add task for multiple Prospects
Click on the Prospects module. Click on the check box against Prospect’s name. Click on add task icon on the popup menu (as shown below) An add task form will open, fill in the information (red asterisk is mandatory) Click on the Save button.
Add Deals under Prospects Directory
Go to the Admin Module: Access the Admin Module in your CRM system. Initiate Adding Deals: Click on the ‘Add Deals’ option under the Associated Deals columns. Search and Select Deal: In the 'Add Deal' window, use the search box to find the deal by ...