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.