Anytime you identify a person who has shown interest in your business, you'll want to add them into Insightly Marketing as a Prospect. Based on their actions, you can give them a score and grade them on how likely they are to move forward with your services.
There are multiple ways to create a Prospect record.
To create a new Prospect record:
- Select Prospects from the navigation bar. Click New Prospect.
- Enter your Prospect's details. An email address is required.
- If relevant, give your Prospect a score. Your company should define the scale first. For example, you might use a scale of 1 to 100, with 1 being unlikely to buy and 100 being ready to pass on to sales.
- Click Save.
If you use Insightly CRM, you can set the CRM Connector to create a Prospect when a Lead or Contact is created in the CRM.