Creating Deal Prospects

Upgrading A Contact To A Prospect

Some of your contacts may grow to become potential business deals. With one click you can upgrade a contact to a potential business prospect.

Step 1: Select your contact

Step 2: Create Prospect

Step 3: Click 'Operations'

Step 4: Select 'Deals'

Step 5: Select the company

Step 6: Click 'Edit'

Step 7: Upload the company's logo

Step 8: Add a company description for your prospect

Step 9: Click 'Update'

Any new contact associated with this company will be automatically added to your deal page. Be sure to keep updating the 'Stage' of your potential deal.