How to View Prospect Options

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Prospects Help

Prospect Options

First go to "Prospects" from the navigation.


Find the Prospect you want and click the Options Cog to open the Options Panel.


Now you see all available options for the selected prospect


Start New Application

We make starting an application from a Prospect super simple. All you need to do is click the "Start New Application" button, and you will be directed to a new application with all possible fields pre-filled.

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Edit Prospect


The process of editing a prospect is discussed in our Prospects Edit section.


Create an Appointment

Creating an appointment from a Prospect is simple, all you do is click the option to "Create Appointment"


Toggle Active Status

To mark a prospect as active or not, you can toggle the active status as shown here.

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