Help > Prospects > How to add a title to the prospect? | Admin *

How to add a title to the prospect? | Admin *

Mon Jun 13 2022 12:08:27 GMT+0000 (hora universal coordinada)

  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.