RP - Add New Prospect To Waitlist
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 d…
RP - Change Prospect Status
To change the prospect status: 1. Go to the Navigation Menu > Prospect 2. Enter the name of the prospect > Find > View 3. Under Prospect Information, click Edit 4. Click the Status link and change the Status by clicking the dropdown menu * Active: Select if the prospect is active * Future: S…
