Edit Prospect Profile

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< 1 min read

How can I edit the information about my prospect?

1. To edit your Prospect’s profile, go to the Prospects section.

2. Choose the Prospect profile under the Prospects List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the prospect data, or just select the prospect profile from the prospects list.

3. Click on ‘Edit’ and start modifying the details of your Prospect. Once done, click the ‘Save Prospect’ button to save your data.

edit prospect