Add and Edit Prospects

 LimeLight CRM Support

In this Subfolder, the Lime Light CRM keeps a list of all your prospects. Each prospect is saved with its Campaign Id, Name, Address, Phone Number, Email Address, IP Address, and the date the prospect was created.

For prospects that are already created, you can search for them by campaign Id or prospect Id by entering the search criteria in the search field. The system will automatically populate the results for you once the search criteria is entered.



 


 
 

Advanced Searching for Prospects

If you click the down arrow in the search box, you can narrow down the list of prospects based on a specific date range, Prospect, or Campaign Id. Also, you can search for a particular prospect by his/her name, email address, or phone number. Enter the criteria of your preference, and click on “Show Results”.

The Search Prospects section can always be hidden, if you do not need it.

Actions

The actions tab provides you the options to Add prospects, Delete prospects, Add or Remove Smart Tags at a mass level, and also Export a CSV of the prospect list.


 Prospect Features 

There are a few features available for your prospects these features include Edit Prospect Information, Deleting a Prospect, and Tagging a Prospect. This can be applied to a list of prospects at a time.

 

Add Prospect

To add a prospect, just go to your prospects list, and click on "Add Prospect” from the features menu; you only have the ability to add a prospect one by one. After your prospect has been saved, then you will have the ability to add notes to that prospect record.

 

Order

You will use this feature if an existing prospect wants to place an order. You just have to click on “Order” from the features at the end of the prospect row.

The system will take all the prospect information and send it to a new page called Place An Order, it will automatically pre-select for you the campaign and the product that generated this particular prospect. However, you can always change the campaign and the product if you need to.

All you will need to get from the prospect is the credit card information, submit this information in the Place An Order page, and process the new order.

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