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How to Edit the Prospect Detail Settings

 

You can use the Prospect Detail settings to manage prospect assignment emails and the sources the prospects were received from.

 

To update the Prospect Detail settings:

1. Click Quick Links in the left panel, click Settings, and then click Prospect Details. (Alternatively, from within Kicksite, hover Settings and then click Prospect Details.)

2. To assign a prospect to a specific employee, select the To An Individual check box, and then click the Save button.

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), and then click the Add Prospect Source button.

4. To remove a prospect source, click the Delete link on the row for that source.​

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