Creating Prospects

To create a Prospect do the following:

  • Go to New > Prospect

  • Fill out the form, including a name or email at a minimum. If you are using OneFocus CRM, you can also add the Prospect to an Organization. 
  • Click either Save or use the drop-down next to Save to choose Save + View. Selecting Save + View will take you directly to the Prospect Profile. 

  

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