Creating a sales call for a prospect

customertrax x. Uncategorized

  1. Slide the screen to the right, tap the [+] Create Prospect button.
  2. Fill out the fields with the information you have.
  3. Select […] to add a sales call
  4. Fill out the sales call information and save the sales call
  5. Save the prospect when complete.
customertraxCreating a sales call for a prospect