The fastest way to enter a new prospect or ad inquiry would be through the dashboard:
- Under Quick Links on the dashboard click the New Prospect Inquiry or Ad/Sign Inquiry button.
- Fill in the prospects details (required fields listed below):
- First name
- Last name
- Email Address
- Primary Contact Group
- How they heard about us?
- Press Save when done.
If you assigned an agent to the inquiry, the agent will immediately be informed via email once you press Save.