How to Edit the Prospect Detail Settings
You can use the Prospect Detail setting to manage prospect assignment emails and the sources the prospects were received from.
To update the Prospect Detail settings:
- From within Kicksite, hover Settings, and then click on Prospect Details.
2. To assign a prospect to a specific employee, select the “To An Individual” checkbox.
Only the employee that you assigned will receive an email when a prospect is assigned to him or her.
3. To add a source, type the (source) in the text field at the bottom of the page (you may need to scroll down).
4. Click the Add Prospect Source button.
5. To remove a prospect source, click the Delete link beside that source.