Add prospects to your portal via the two quick add buttons located within your account:
- Open the Invite Prospects Dialog:
- Click on the “+” symbol or Invite Prospects button. These are accessible throughout your account for easiest access.
- Filling in the Details:
- Products: Click on the ‘Select value’ dropdown to choose the product you wish to invite the prospect to learn more about.
- Firm Name: Click on the ‘Enter firm name…’ dropdown to select the firm the prospect is associated with. If the firm is not listed, you may need to enter the firm’s name manually.
- Email: Type the prospect’s email address in the ‘Email’ field. If you wish to invite multiple prospects, click the ‘Add’ button after entering each email address to include them in the invitation list.
- Sending the Invites:
- Review the information to make sure it’s correct.
- Click the ‘Send Invites’ button to dispatch the invitations to the prospects. They will receive an access link via the provided email.
- Cancel if Necessary:
- If you decide not to send the invites, click the ‘Cancel’ button to close the dialog without sending the invites.