Prospect Detail Settings

April 17, 2019

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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:

 

  1. 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.​

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