This guide explains how to add a new marketing prospect contact in the Investment Dominator 2.0 system, so you can manage and track your marketing leads effectively.
STEP 1: Access The Marketing Panel
- Login to the ‘Admin Console‘.
- Click on ‘MARKETING‘ from the left navigation panel.
STEP 2: Add A New Contact
- Click on the ‘ACTIONS‘ dropdown and select ‘Add Contact‘.
- Fill out all the required fields, including ‘Type‘, ‘Status‘, ‘Email‘, ‘Phone Number‘, and ‘Cell Number‘.
- Click the ‘CONFIRM‘ button to save the new prospect’s information.
Frequently Asked Questions
What should I do if I receive an error when saving a new contact?
Verify that all required fields have been completed and that the information entered is accurate. Once all required information is entered, click Confirm again to save the contact.
Can I update a prospect’s information after creating the contact?
Yes. After creating the contact, you can open the contact record and update the prospect’s information whenever needed.
Which fields are required when adding a new marketing prospect?
You must complete all required fields including Type, Status, Email, Phone Number, and Cell Number before clicking Confirm.
What happens after I click the Confirm button?
The new prospect record is created and saved in the Marketing section, allowing you to manage and track the contact within the system.
