Plus Button > Prospect
Press on the Plus Button in the bottom right of your screen:
They require: a Name, an Address & a Phone Number.
The address line should begin auto-completing as you are typing & you will need to select the correct address from the given list.
If you have more information about the Prospect, click on the MORE button:
This will allow you to fill in even more information about the Prospect before you create it.
Once you have filled in all of the information, click CREATE and the Prospect will be created.
Tip 1: Prospect phone numbers may have spaces in them but no brackets or hyphens may be included.
Should you be having an issue with Prospect creation, please contact the Saleboat Support team who will gladly assist you.
You can do this by starting a conversation with them in Saleboat
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