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Prospects & Clients
Prospects & Clients
Adding, creating and editing
8 articles in this collection
Written by
Monique Le Roux
Create Prospects and Clients
How do I create a Prospect or Client?
Written by
Monique Le Roux
Updated over a week ago
Prospect & Client Details
Can I edit Prospect or Client details on Saleboat?
Written by
Monique Le Roux
Updated over a week ago
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
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
Make a Prospect or Client Dormant
How do I make prospects and clients dormant in Saleboat?
Written by
Monique Le Roux
Updated over a week ago
Add a Contact
Where do I add Contacts to Prospects & Clients?
Written by
Monique Le Roux
Updated over a week ago