Create a prospect
1
Open the prospect list
Click Prospects in the sidebar to view your prospect list.
2
Start creating
Click the + New prospect button in the top-right corner.
3
Enter the head of household
Fill in the first and last name of the primary contact. This person becomes the head of household.
4
Add contact information
Enter an email address or phone number. At least one contact method is recommended for follow-up.
5
Save the prospect
Click Create to add the prospect to your book.
Required information
To create a prospect, you only need:- Name — At least a first name or last name for the head of household
Add from different sources
From a referral
When an existing client refers someone:1
Create the prospect
Add the referred person as a new prospect.
2
Note the referral source
Add a note indicating who referred them and any context they provided.
3
Create a follow-up task
Add a task to reach out within your target timeframe.
From an event or seminar
After meeting potential clients at an event:1
Create prospects for attendees
Use Create more mode to quickly add multiple prospects.
2
Tag them consistently
Apply a tag like “2024 Seminar” to track the source.
3
Enroll in a sequence
Add them to a follow-up email sequence for nurturing.
Create multiple prospects
To add several prospects in quick succession:1
Enable 'Create more' mode
In the create dialog, toggle on Create more at the bottom.
2
Create the first prospect
Enter the prospect information and click Create.
3
Continue adding
The dialog stays open. Enter the next prospect and repeat.
4
Finish
Click Cancel or press Escape when done.
Add tags during creation
Categorize prospects as you create them:- In the create dialog, click Add tags
- Select tags that help you organize and filter later
- Common tags: referral source, event name, lead quality
Add household members
After creating a prospect, add additional family members:1
Open the prospect record
Navigate to the prospect’s detail page.
2
Go to the Household tab
Click Household in the navigation.
3
Add a member
Click Add member and choose the role (Partner, Dependent child, Other adult, Other dependent).
4
Enter their information
Fill in the person’s name and contact details.
Create an opportunity
Link a prospect to a sales opportunity to track their progress through your pipeline:1
Open the prospect record
Navigate to the prospect’s detail page.
2
Create opportunity
Click Add opportunity or navigate to Opportunities and create one linked to this prospect.
3
Set details
Enter the potential AUM, expected close date, and current pipeline stage.