Prospect Options
First go to "Prospects" from the navigation.
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Find the Prospect you want and click the Options Cog to open the Options Panel.
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Now you see all available options for the selected prospect
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Start New Application
We make starting an application from a Prospect super simple. All you need to do is click the "Start New Application" button, and you will be directed to a new application with all possible fields pre-filled.
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Edit Prospect
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The process of editing a prospect is discussed in our Prospects Edit section.
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Create an Appointment
Creating an appointment from a Prospect is simple, all you do is click the option to "Create Appointment"
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Toggle Active Status
To mark a prospect as active or not, you can toggle the active status as shown here.
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