How to Create Prospective Owners?

Click on "Prospective Owners" section under "Sales & Marketing" on the left navigation

Click on "New Prospect"

Put the company name under the "Company name (optional)" field.

Put the first name of the prospect under "Primary contact first name \*" field.

Put the last name of the prospect under "Primary contact last name \*" field.

Make sure to put the phone number under "Local Phone (i.e. 4161239090)" field.

Click the "Contact Date" field to put the contact date

Write down the likely activation date on the "Probable Active Date" field.

Put the total number of properties under the "Total Properties" field.

Write down the overall number of units under the "Total Units" field.

Click the "Status (i.e. New/Active/InActive, etc.)" field to signify the level

Click the "Notes (i.e. Some internal comments about this prospect)" field to put any observations regarding the prospect

Fill the details under "Address (optional)" if you want to or when necessary

Click on "Submit" to finish up