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.