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