Feb 06, 2024
1. Go to the Navigation Menu > Prospects, click New
2. Fill in the required fields
3. Click Save/Add contact
4. The prospect information will show up, under Actions click Waitlist
5. Fill all information that is required and then click Next until to land on the Summary Page
6. At the Summary page double check all information is correct, click Back to return to previous page and correct details or if everything is correct Click Finish