How do I add a new ad inquiry or prospect?

The fastest way to enter a new prospect or ad inquiry would be through the dashboard:

  1. Under Quick Links on the dashboard click the New Prospect Inquiry or Ad/Sign Inquiry button.
  2. Fill in the prospects details (required fields listed below):
    • First name
    • Last name
    • Email Address
    • Primary Contact Group
    • How they heard about us?
    Note: There is also an option to assign the new prospect to an agent using the drop down menu of agents at the top of the list.
  3. Press Save when done.

If you assigned an agent to the inquiry, the agent will immediately be informed via email once you press Save.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk