This article will guide you through adding a new prospect through the Add A New Prospect form.
Navigate to Prospect > Add New Prospect.
Any fields with the REQ icon will have to be completed to save your prospect.
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.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Prospect Management - Can access prospects
- Prospect Management - Can add new prospects