Managing Your Prospects
Create A New Prospect
Step 1: Go to your /prospects module in your portal.
Step 2: Click the "Create Prospect" button in the top right.
Step 3: Fill out the prospect information form including name, contact info, company, and assignment fields.
Step 4: Click "Save" to create the prospect.
Viewing Prospects
Once created, prospects will appear in the Prospects table.
You can filter, sort, and search the list using the controls at the top of the page.
Clicking on a row will open the detailed view where you can update any information the user has permission to edit.
