How to add a new Prospect?

• In the menu, use the search bar to locate "Prospects" 
• This will open a list of all your existing prospects. 
• To add a new prospect, click "Add Prospect" on the top right-hand side

• This will direct you to a pop-up to be filled out.

• Please note that there are mandatory fields that are required in order to save your prospect
  • Name, Contact, Status, Guests, Total Value, Locations, Booking Source and Market Segment

The Total Value field will prompt you to enter a breakdown of charges across Add Ons. The amount will auto-populate once you close out of the add-on list.

• You will have the ability to add multiple locations, if applicable.
• You can add Notes if you wish.
• Highlight any Places of Interest of the prospect.
• Click "Save" to create this entry. 

It is also possible to add the prospect through a company

• Navigate to Companies using the menu search bar 
• Click on the name from the list of company

Select "Prospect" from the options on the right-hand side.

• Follow the same steps and fill in the fields with the relevant information.