The Prospect page also enables you to Add a Prospect under the business you are signed in for. You can proceed by clicking the 'bottom-right' Plus icon on the View Prospect page. The steps to add a Prospect are mentioned below.
- The Prospect Code is automatically generated from the available information on the BrightBooks website.
- Enter the Prospect Name under the General Information section.
- Enter the Mobile Number under the Contact Details section.
- Enter the Phone Number under the Contact Details section.
- Enter the Email Address registered for the prospect under the Contact Details section.
- Enter the Street Address of the prospect under the Address Details section.
- Select the Town of the prospect under the Address Details section. The Town can be searched from the dropdown and added to the list by clicking the Plus button beside it, to keep it added to the list.
- Select the County of the prospect under the Address Details section. The County can be searched from the dropdown and added to the list by clicking the Plus button beside it, to keep it added to the list.
- Enter the Post Code of the prospect under the Address Details section.
- Select the Country of the prospect from the dropdown under the Address Details section.
- Click Save Prospect to save the details.
- A new prospect has now been added.