In Cadence, you can also create prospects manually using the Add a Prospect button in the Prospects tab.

Below you can find how to add a prospect manually:

NOTE: You can find the Add a Prospect button in the Prospects tab. If it is not available then please contact Koncert Support to enable this.

1. In the Prospects tab, click on the Add a Prospect button above the grid.

2. After the Add New prospect window pops up, enter the mandatory details, and click Save to save the prospect.

3. Once the prospect has been created successfully, a confirmation message will be displayed.

NOTE: This does not create a Contact/Lead in the CRM.

The prospect will now be displayed on the prospect list page.

Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.