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Adding prospects to a prospecting campaign

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You can add a new prospect to a prospecting campaign from different Membrain views

  • Global search - click on "New Prospect" in blue text to add
  • Prospecting view - click on "New Prospect" in tool bar
  • Company card view - click on "More" in tool bar, then on "New Prospect"

After clicking on "New Prospect", a new window will appear. In this window you enter/select the Company Name, Prospect Contact Name, the Campaign this prospect should be added to and the prospect owner