Prospect Group
Prospect Group
Prospect Group is a feature in CRM that allows you to group your prospects based on various criteria such as their industry, location, interests, etc. This helps you to organize your prospects and manage them more effectively.
Add Prospect Group
Go to Top Panel > Settings > CRM > Prospect Group > Add Prospect Group
Field Name |
Description |
|---|---|
|
Prospect Group Name *
|
This field is used to enter the name of the Prospect Group. This field is required |
Edit Prospect Group
Go to Top Panel > Settings > CRM > Prospect Group > Edit Icon
Delete Prospect Group
Go to Top Panel > Settings > CRM > Prospect Group > Delete Icon
(Note: Once you can select prospect group in prospect you can’t delete)
