Update Relationship Strenght under Prospects Directory

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• Update Relationship Strenght under Account Directory

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

• Update Relationship Strenght Under Contact Directory

  Click on the Contact module. Hover the cursor over Star icons under Relationship Strength column and click on it as it highlights.

• Group Prospects Directory Between Deals, Firms or All

  Group Prospects Directory between Deals, Firms or All Click on the Prospects module. Click on the down arrow and select group between Deals, Firms or All

• 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.