How to add more than one prospect from the same company?
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
To register them manually, click on the New button, located at the top left of your Upnify CRM screen and click on the New Prospect option.
Enter the information of the required fields, in this case the First Name, Last Name, Company, Phone Number, email, mobile number and origin.
Click on the View all fields button to add the company information.
Note: Remember that in order to add a prospect to an existing company, you need to write at least 3 characters of the company name for it to appear. In case of a new company, press the button Create Company.
Once you have all this information you can add your prospect by clicking on the Add button.