App: Adding New Prospect (No Estimate)

In just a few steps, you can add new leads and integrate them into your software seamlessly, all from your mobile app. Ready to go? Let's dive it!

Adding Prospect:

  • Kickstart the process by tapping the "Schedule" button.
  • Choose "Estimate" as your option, setting the stage for prospect entry.
  • Then select If that prospect is going to be a "Residential" or "Commercial" type.

Enter Prospect Information:

  • Start entering the prospect's information. Begin with the Full Name, Address, Contact Info, etc.,etc.
  • Scroll down to the bottom of the app to unveil additional details.
  • Once all details are added, seal the deal by clicking the "Save" button.

And there you have it – a quick and easy guide to adding prospects in The Customer Factor mobile APP. Happy prospecting!

If you have any further questions or need assistance, feel free to reach out to our support team.

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