Add Interests for a Contact

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• Add Interests under Prospects Directory

  Click on the Prospects module. Under the Interests column, click on the Add Interests or Plus icon. A new window will popup, search name of the interest Select the interest from the search result.

• Add a new Contact

  The Contact Module will allow internal users to maintain every personal detail of an individual contact under a given space. It can also help users create or track the task assigned against any contact. Navigate to the Contacts Module. Click on Add ...

• Add Interests for an Account

  Navigate to the Accounts module. Click on the Account Name wherein the Interest(s) needs to be added. Write the Interest Name in the space under the Interests tab and click the Enter button. The Interest will be added under the ‘Interests’ tab. Note: ...

• Add Task for a Contact

  Navigate to the Contacts module. Click on the Contact’s name. Click on the Add Task button under Upcoming Tasks tab. The Add Task window will be opened on the right-side of the screen, fill in the required details. Note: * these fields are mandatory ...

• Remove Interests for a Contact

  Navigate to the Contacts tab. Click on the contact’s name. Hover the mouse over the interest that needs to be removed, click on the cross that appeared, and the interest will be removed for the contact.