Create a new Client
Before getting started, here are a few things to know:
- The client section of Lead Prosper is not meant to be a CRM beyond basic contact info of the client.
- Clients within Lead Prosper are attached to campaigns so that you know who to bill and for how much.
- If you are a lead generator yourself, you will want to add yourself as a client in order to be attached to a campaign as a buyer or seller. new accounts are automatically created with your company as the first client
When you're ready to add a client
- Click +Add in the upper right of the clients window
- Fill in the client information, required fields are marked with a red asterisk.
- Click Save
Congratulations, you've added a client and are now ready to create a campaign.
Additional ways to add clients: If you've already started to create a campaign, but forgot to add your buyer or seller as a client, don't worry - you will be given an opportunity to create a new client in the first step when adding a new campaign.