Prospect Card > Information

Address, website and contact details for client and prospect resources are entered and managed via the information tab on the client or prospect card in either the CRM or resources modules.

ADD INFORMATION TO PROSPECT OR CLIENT

• Go to CRM > clients & prospects list > select the client or prospect from the list

• Click the show/hide prospect card icon > and click the information tab icon

• From here you can add and update the following information:

  • Name: company name, this is a mandatory field, all the others are optional

  • Initials

  • Phone number

  • Mobile number

  • Email

  • Social information: 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: resources can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.

  • Primary Contact: main contact for the client/prospect

  • Responsible: the person in your company responsible for the client or prospect. This will default to your name but can be changed

Open

UPDATE PROFILE PICTURE

You can also upload a profile picture (usually the client logo) for clients and prospects via the information tab.

• Click on the box with the client’s initials or the existing profile picture

• Click the upload icon

Open

• Select your image > click open

• You will now have a profile picture for the client

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