How to add a title to the prospect? | Admin *
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
How to add a title to the prospect? | Admin*- BETA
Titles are the way in which you will refer to the prospect, for example: Licentiate, Architect, Engineer, Miss, Doctor, etc.
To create different types of titles, follow these simple steps:
1.- In the Main Menu select: Administration > Catalogs > Titles.
2.- Click on Add.
3.- Type the title you want to add and click on Accept.
Each time a new lead is created, you will be able to choose the title for that lead from a list that was previously created.
**Note: The administrator is the only one who can add or remove titles from the prospects.