Are you wanting to create a Tag for your Prospects, to be able to easily navigate the data once you are engaging with your Prospects?

Once you have built your search and narrowed your sights on the contacts you would like to engage with, follow these steps to turn them into Prospects.

Firstly, click on the 'Create Prospects' button.

Once you've selected the 'Create Prospects' button, you will see the following Pop Up where you will be asked to add a Tag during the 'Create Prospects' process. You can select and already existing Tag or Simple create a new one.

Reach out to your CSM if you have any questions via email or through the in app chat service.