In TruCadence, you can also create prospects manually.
Below you will be shown how to add a prospect manually:
IMPORTANT NOTE: You can find the Add a Prospect button in the Prospects tab. If it is not available then please contact ConnectLeader Support to enable this.
- In the Prospects tab, click on the Add a Prospect button on top of the grid.
- After the Add New prospect window pops up, enter the mandatory details, and click Save to save the prospect.
A confirmation message will be displayed as shown below:
NOTE: This does not create a Contact/Lead in the CRM.
The prospect will now be displayed on the prospect list page.
Please contact ConnectLeader Support for any questions at firstname.lastname@example.org or 603-952-2505.