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All > Prospecting With StratiFi > How to add a Prospect

How to add a Prospect

  • Click on the Prospects menu link.
  • Once you are in the Prospects section, click on the Add a Prospect button
How to add a Prospect
  • The Create a New Prospect page will load up. The First Name, Last Name and Email fields are required and once you enter those, the Save button will become active; click it to save the prospect’s information.
How to add a Prospect Emails