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Adding a Prospect to Liscio

Liscio Support avatar
Written by Liscio Support
Updated over a month ago
  1. From the Contacts page, select +Contact.

  2. Create the contact.

  3. Select the Accounts tab at the top of your newly created Contact.

  4. Select +Account.

  5. Select New Account

  6. Select the Account Status box and select Prospect.

Note: Checking the Account Owner? box when creating the relationship gives the Contact access to edit and view additional the Account information and files. Please be aware that Account Owners have access to sensitive information in the Account.
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You can easily find all Prospect Accounts using the Account Status filter on the Accounts page.

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