Group Prospects Directory Between Deals, Firms or All

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• 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 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 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.

• View Active deals for a Prospect

  Navigate to the Prospects module. Click on the Prospect Name for which you want to view Active Deals. Click on the Active Deals. On the right-side Active Deals window will open with the Deal names.

• Update Relationship Strenght under Prospects Directory

  Click on the Prospects module. Hover the cursor over the star icon under the Relationship Strenght column and click on it as it highlights.