How to Add a Prospect

Prospects

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Step 1: Navigate to the “Prospects” Page

• From the left sidebar, click on the Prospects icon (?).

• This takes you to a list view of all current prospects.

• Here you can view details like:

  • Client Name

  • Email & Phone

  • Status

  • Priority

  • Source

  • Date Added

Step 2: Open the “Add Prospect” Form

• On the top right corner of the Prospects page, click the “+” (Add) button.

• A slide-out form from the right side will appear, titled “Add Prospect.”

Step 3: Fill in the Prospect Details

Fill out the following fields in the form:

Step	Section	Instruction / Description
1	Name	Enter the full name of the user. Required ✅
2	Email	Enter a valid email address. Used for login & communication. Required ✅
3	Mobile	Enter the user’s mobile number. Required ✅
4	Phone	Optional secondary phone number. Not required ❌
5	Status	Choose user status: Registered, Active, etc. Required ✅
6	Priority	Set the user priority: High, Medium, or Low. Required ✅
7	Source	Specify the lead source: e.g., Referral, Ad, Website. Required ✅
8	Country	Select user’s country from dropdown. Not required ❌
9	Timezone	Set the appropriate timezone for the user. Not required ❌
10	Remarks	Enter any internal notes or remarks. Not required ❌

? Note: Fields marked with a red asterisk * are mandatory.

Step 4: Save the Prospect

• Once you’ve filled all required fields, click the “Save” button at the bottom of the form.

• The new prospect will now appear in the list.

? Success Tip: Ensure that you have selected all required fields; otherwise, the system may not let you proceed.

Step 5: Use Filters and Sorting

At the top right of the Prospects table:

Filter by Columns

• Click the filter funnel icon next to the column headers (Status, Priority, Source, etc.).

• Select a specific value (e.g., filter only prospects with "Medium" priority or "Registered" status).

• This allows you to narrow down the list based on criteria important to you.

Sort Columns

• Click the column headers (e.g., Date, Priority) to sort ascending or descending.

• Sorting helps to prioritize your view—for example, by newest leads or highest priority.

? Reference: Screenshot showing filters above the prospect table

Step 6 : Add as Student & Delete Prospect

Each row has two action icons

➕ Add as Student:

• Click to choose between assigning to an Existing Family or creating a New Family.

• Existing Family option prompts for selection.

• New Family requires you to fill in full family details.

Delete Prospect:

• Clicking shows a confirmation popup.

• You can confirm by clicking Delete, or cancel the action.

Step 7. Pagination and View Control

Entries per Page:

Use the dropdown at the bottom-left to choose how many entries to display per page (e.g., 5, 10, 20, 30).

Pagination:

Navigate between pages using the arrows and page numbers at the bottom-right.

Step 9 : Prospect Detail View

Clicking on any prospect entry opens the Prospect Detail View, where you can perform additional actions specific to that individual:

 

Add Notes:

Log notes related to the prospect, such as meeting summaries, call details, or status updates.

Compose Message:

Click the email icon to open a message composer and send an email directly to the prospect.

Update Prospect:

You can edit the prospect’s contact details, status, priority, or any other related information.