Prospect Detail Settings

April 17, 2019

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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

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