How to create and manage prospects in your database

How to create and manage prospects in your database

You typically are dealing with multiple employer leads daily who are not ready to post a position. Using a prospecting channel enables you to store and save those contacts with who you have connected and have signaled interest but have not committed. Keeping track of the leads you have spoken to and following up with them will be a much more manageable task using the prospecting channel in your database.

Prospect channel scenario – use-case #

How to create a prospect in your database (Orbis) #

How to create a prospect (Sharepoint)

Managing Prospects #

How to change, modify or update prospects (Sharepoint)

Create Tasks #

How to create a reminder task (Sharepoint)