How to Manually Add a Prospect

Follow this guide to manually add a prospect to SalesAi.

  • Click on the Prospects tab on the left-hand menu
  • Make sure to select the Prospects option on the drop-down
  • Click Add Prospect
  • Fill in all Prospect Information. It's okay if you don't have all the fields filled out.
  • Make sure to click Save at the bottom to add your new Prospect!