Create a new client

Before getting started, here are a few things to consider: 

  • The client section of Lead Prosper is not meant to be a CRM. It serves as a hub of contact cards with basic information.
  • Clients within Lead Prosper are used to identify Suppliers and Buyers in LeadProsper. 

When you're ready to add a client

  1. Click +Add in the upper right of the clients window
  2. Fill in the client information, required fields are marked with a red asterisk.
  3. 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.

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