Creating a New Prospect

April 16, 2019

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Creating prospects in Kicksite allows you to organize your leads more efficiently.

 

To Create a New Prospect:

1. Hover over Prospects menu and click on New Prospect.

2. Enter the contact information (First Name, Last Name, Email, etc.).

  • Don’t forget to add an email address so you can communicate with the new prospect.
  • Enter a phone number and carrier type if you want to communicate via texts.

3. After you fill in what contact information you have for the new prospect, click the Save Prospect button.

Here is a video tutorial on adding a new prospect in Kicksite:Read More

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