Add a Deal
Add an opportunity / deal to a prospect by clicking on the Deals tab (next to the Contacts tab in Prospect view). In Deals, create… Read More »Add a Deal
Edit contacts
Once a contact has been added (by manually adding, through website or Linkedin scraping or any other means – see Finding Contacts), then it can… Read More »Edit contacts
Decisions
Decision fields are used for fast qualification and categorization of prospects. Up to 3 decisions can be defined. Answers are A, B, C or No.… Read More »Decisions
Custom Fields
Use custom fields to define the key additional data you wish to collect about each prospect. Click the edit icon next to Custom Fields in… Read More »Custom Fields
Add contacts
You can add a contact to a prospect in Prospect View. Simply click the + icon in the Contacts section. The Add Contact popup allows… Read More »Add contacts