How to add prospect manually in Campaign

Techmet

Last Update há 4 meses

Adding Prospect Manually


A single prospect at a time can be added manually by the Subscriber/ Manager/ User / Field Executive.

• Go to “Campaign” tab

• Choose Campign and click on “Add New” (+ button)

• Enter the prospect details i.e. First Name, Last Name and the contact details

• Optional details like City, Industry and other columns can be added.

• In case the prospect is to be assigned by Subscriber/ Manager to a specific User then select the User name from the Handler dropdown.

• Click on “Save” button.


Column can be increase or dicrease from Prospect Setting button 

Entry by Call Details - Option

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