Add Interests under Prospects Directory

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• Add Note under Prospects Directory

  Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will pop up, giving a subject and body content. Click on the Save button.

• Add Custom List Under Prospects Directory

  Click on the Prospects module. Click on the check box against prospects need to add in a custom list. Click on the Custom List button. A form Create Custom List will open, fill in the information. 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 ...

• Add attachment in a Note under Prospects Directory

  Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will popup, click on tag icon (refer below snapshot). Select the file from the location where it is stored. Click on the Open button. Click on ...

• Add tags in a Note under Prospects Directory

  Click on the Prospects module. Under the Notes column, click on the Add Notes or Plus icon. A new window will popup, click on tag icon (refer below snapshot). Search for the tag name. Click on the tag name from the result. Click on the Save button.