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.
- In the Prospects tab, click on the Add a Prospect button above the grid.
- After the Add New prospect window pops up, enter the mandatory details, and click Save to save the prospect.
- 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 email@example.com or 603-952-2505.