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Click ok to create the record
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Go to clients & prospects list to see the list of clients and prospects based on your filter settings
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Select a resource from the list and click show/hide prospect card 
icon to complete and maintain additional fields against the resource
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| Info |
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To add, update and maintain client and prospect information and contacts, create and review pipelines, create and view activities, as well as upload documents and start conversations with another employees |
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ADD INFORMATION TO PROSPECT RECORD
Add, update and maintain information against an existing prospect record via the information
tab on the prospect card. From here you can update the following prospect information:Name
Initials
Phone number
Mobile number
Email
Social information e.g. web address, LinkedIn page etc.
Resource group (can be used on client and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)
Tags
Address details
Business (clients can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.)
Primary Contact (main contact for the client)
Responsible (your company’s client lead)
UPDATE PROFILE PICTURE
You can also create profile picture (usually the client logo) for prospects via the information tab.
Click on light blue box with the client’s initials or the existing profile picture
Click the upload icon
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Select your image > click open
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You will now have a profile picture for the client
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CONTACT NAVIGATION
The features for contacts are the same whether you access via the resources or CRM module.
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TAB
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DESCRIPTION
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Pipeline log
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See the pipeline log for all updates made to the selected pipeline
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Activities
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Conversation
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Start a new conversation about the prospect and view past conversations with other employees here
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Profile
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Pipeline
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If dimensions are enabled and required on pipelines you can view and update them here (dimensions are setup and managed via settings > dimensions > dimension setup)
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Documents
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Upload a document against the pipeline record or create a new document from a template
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Emails
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, please see CRM > Prospect Card |
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