Add alternative phone number for a Prospect

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• Adding Alternative Contact Details in the Contacts Module

  For Adding an Alternative Phone Number: Access Contacts Module: Open the Contacts module. Select a Contact: Click on the name of the contact to whom you want to add an alternative phone number. Add Phone Number: In the contact window, click 'Add ...

• 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 a Prospect

  Navigate to Prospects module. Click on Add Prospect button. A new window of Add Prospect will appear on the screen, fill in the required details. Click on the Save button. The saved prospect will be visible in the prospect module.

• Modify or Delete Phone Number for a Prospects

  Navigate to the Contacts module and click on it. Click on the Contact Name for which you want to Modify the Phone number. The contact window will open on the Screen, Hover the mouse over the Phone Number. Click on the Pencil Icon to modify the Phone ...

• Modify or Delete Phone Number for a Contact

  Navigate to the Contacts module and click on it. Click on the Contact Name for which you want to Modify the Phone number. The contact window will open on the Screen, Hover the mouse over Phone Number. Click on the Pencil Icon to modify the Phone ...