Add New Prospects

You can manually add new prospects from the Prospects page.

Tip: The best way to add new prospects is from the Search page. This enables you to first search for the prospect to confirm he does not exist in your database. If the prospect does not exist, you can then quickly add him and run a wealth screen, all from the same location. For more information on this process, see Search for a Prospect.

Add an Individual Prospect

Add an Organization Prospect

Add a Prospect Group

Add a Prospect Household

 

 

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