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Prospects Documentation

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Where can I see the documentation of my prospects?

1. To see the documents that have been added and uploaded to your Prospect’s profile, go to the ‘Prospects’ section.

Prospect Documentation

2. Under the Prospects List, choose the Prospect profile you want to view.

3. Click on the ‘Docs’ tab. On the Docs tab, you can find the supporting documents uploaded to your Prospect’s profile. You can download the file or delete it.

add docs