Prospect Detail Settings

April 17, 2019

< Back

 

To manage Prospect Assignment Emails and the sources the prospects were received from:

 

  1. Hover over Settings, then click on Prospect Details

To assign a prospect to a specific employee

2. Check the box next to “To an individual”

    • Only that employee that you assigned will receive an email when a prospect is assigned

To add or delete where the prospect came from

3. Under Lead Campaign, type the place (source) where your prospect came from

4. Click add Prospect Source

Read More

< Back