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Add Prospects print icon

To add a prospect to your database, you will simply click the Add button in the header bar. When adding a prospect to the database, you simply fill in the requested information as the wizard walks you through four information screens.

 

  1. Click the Add button in the header bar and click MemberStep 1: Basic Information opens

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  2. Enter all required Basic Information.
  3. Click Next to continue. Step 2: Additional Information is displayed.
  4. Select Prospect from the Status drop-down list.
  5. Add any additional information you wish.
  6. Click Finish.
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