Select it from Prospects, Pipeline, a list, the dashboard or search.
• Call, Directions, Log call, Log visit: see [Log a call or visit].
• Tier: change it to Tier 1, 2 or 3. Changing it shows "Tier set manually." Otherwise the tier comes from the location type.
• Stage: move the prospect through the pipeline. See [Pipeline stages and tiers explained].
• Details: edit Phone, Website, Address, Category, Employees and Notes. Changes save when you click away from the field.
• Do not contact: turn this on to keep the business out of outreach.
• Contacts: select Add contact. First name is required. Turn on Decision maker for the person who signs off.
• Activity: every call, visit and site survey logged for this prospect.
• Lists: the lists this prospect is on. Select one to open it.
• Install scheduled offers to create an install task. See [Install tasks and the New install checklist].
• Lost asks for a reason. See [Mark a prospect as lost].
• Live opens the conversion form if the prospect isn't a customer yet. See [Convert a prospect to a customer].
• Your first logged call or visit automatically moves a New prospect to Contacted.