Prospects & Clients | Saleboat Help Centre

Prospects & Clients

Adding, creating and editing

6 articles in this collection
Written by Monique Le Roux

Filter

How can I filter my Prospect & Client list?

Written by Monique Le Roux
Updated over a week ago

Delete a Client or Prospect from Saleboat

Can I delete a Client or Prospect from Saleboat?

Written by Monique Le Roux
Updated over a week ago

Creating a Prospect or Client

How do I create a Prospect or Client?

Written by Monique Le Roux
Updated over a week ago

Assigning Reps to Clients or Prospects

How do I assign a rep to a Client or Prospect?

Written by Monique Le Roux
Updated over a week ago

Prospects & Clients Profile

Tags

What are tags in Saleboat?

Written by Monique Le Roux
Updated over a week ago

Adding Contacts

Where do I add Contacts to Prospects & Clients?

Written by Monique Le Roux
Updated over a week ago