Set a prospect's account

Learn how to add prospects into any account manually.

Written by Upscale Team

Updated 2 years ago

You can either update the prospect from the Prospects section or add prospect to account from the Accounts section.

From Prospects section:

Go to the Prospects section
Select all the prospect(s) from the list that you want to add to your account
Click on the Update icon
Select the Account option in Field to update
Select the account where the prospect is to be added
Click on Add and confirm your action

Voila! Prospect will be added to the account. Alternatively, you can also update the prospect's account by going to the prospect's profile view.

From Accounts section:

Go to the Accounts section
Click on the name of the Account
Select the Add Prospect icon below the account name
Select Prospect Name option from the Add By drop-down list
Select the prospect you want to add to the account
Click on Add

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