Saleboat Help Centre
Group 65Go to Saleboat
All Collections
Prospects & Clients

Prospects & Clients

Adding, creating and editing

Monique Le Roux avatar
7 articles in this collection
Written by Monique Le Roux

Prospect & Client Details - Saleboat Chrome

Can I edit Prospect or Client details on Saleboat?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Filter

How can I filter my Prospect & Client list?
Monique Le Roux avatar
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?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Creating a Prospect or Client

How do I create a Prospect or Client?
Monique Le Roux avatar
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?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago
Prospects & Clients Profile

Tags

What are tags in Saleboat?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago

Adding Contacts

Where do I add Contacts to Prospects & Clients?
Monique Le Roux avatar
Written by Monique Le Roux
Updated over a week ago
Saleboat Help Centre