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Knowledge Base |
Add A New Prospect Through The Prospect Form
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This article will guide you through adding a new
prospect through the Add A New Prospect form.
Requirements - A Master Admin or a staff type with the following permissions:
- Prospect Management - Can access prospects
- Prospect Management - Can add new prospects
Adding A Prospect
To add a new prospect, click on Prospect > Add New Prospect. Any fields
with the REQ icon will have to be completed to save your prospect.
Successful Page
Your prospect will show as Added Successfully. Use the drop down to select quick access to Make a Purchase, Homepage, Goals Page, Nutrition Plan, and Work It Tool for this customer.
NOTE: Fields can be added, removed, or required on the add prospect form under Setup > Leads > Lead Form, to learn more click here.
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