Create prospects
You can create new prospects from any search criteria or
results page. The software saves the new prospect's criteria automatically,
then lets you enter the other person's information.
To create a prospect from a search
- Fill
in your desired criteria.
- From
the Save Options box (located in the Options pane), locate and click in the Save as
a New Prospect field.
- Type
in a new prospect's name (up to 20 characters) and click Save.
- The
Modify Contact Information page will display. Here you can enter details
about your new prospect. Make sure the Manage as Prospect check
box is selected.
- After
entering the additional information, click Save.
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