Adding a Prospect to Base

Adding a prospect to Base is quick and easy. You can always add an object to Base using the top Global Add button, Add. From here select lead and enter in the relevant information.

 See how easy it is to add a new prospect here:


If you enter in something that Base thinks is a duplicate we will show you the possible duplicate on the right hand side. If this is the same person you can choose "Use and Edit" to use this record and make any modifications.
Once you are done you can either click Save to save the lead and remain where you were. Or you can click Save and View Lead to go directly to this lead card.