1. Starting from the main Dashboard screen, select 'Prospective' on the left side menu. A drop down menu will then appear. Next, select 'Add Prospect'.
3. Your screen will then display the following:
4. Fill out all applicable information, then click 'Save' in the lower right hand corner of the screen.
5. You will see a green 'Saved Successfully' alert appear in the top righthand corner. Then the Prospect is successfully added to the Prospective Client List!