Creating Prospects
Add new prospects to your pipeline.
Prospects are the people you're working to win as clients. Here's how to add one and where to find it afterward.
Add a prospect
- In the left menu, go to Prospects and click Overview
- Click Add Prospect in the top right
- Fill in their details. First Name, Last Name, and Email are required, and the rest is optional:
- Date of Birth, Phone Number, and Address to Insure
- Preferred Contact Method (Phone, Text, or Email)
- Interested Lines of Business (Home, Auto, and more)
- Status (new prospects start at Prospecting)
- Agent (defaults to you)
- Lead Source, where the prospect came from. Pick an existing one, or click Add lead source to create a new one without leaving the form
- Notes
- Click Add Prospect to save
Your new prospect shows up in the Prospecting column on the Overview board.
Work your prospects from the board
The Overview is a board with four columns: Prospecting, Quoting, Won, and Lost. Drag a card from one column to another to update where someone is in your pipeline.
Each card also gives you a few quick actions:
- CTE logs a contact attempt (a call, text, or email)
- Note adds a note to the prospect
- New Quote starts a quote with the prospect's details already filled in
Don't see Prospects in the menu? It may not be turned on for your agency yet. Email support@quotamation.com and we'll help you get set up.