How to manage your prospecting on Hsabati?

2 months ago
help_content
2 minutes

This document will help you better manage your prospects on your Hsabati account.

Creating prospect records

To create a new prospect, follow these steps:

  1. Go to “CRM” and then “Leads”.
  2. Click on “New Lead” in the top right corner.
  3. Fill in the “Lead Profile”, then click “Save” to display additional sections.
  4. Add interactions with the lead in the “Activity Log” section.
  5. Create tasks related to the prospect’s record in the “Tasks” section.
  6. Attach relevant documents in the “Attachments” section.
  7. Schedule prospect reminders in the “Reminders” section.
  8. Leave a comment related to the prospect in the “Notes” section.
  9. Finish by clicking “Save”.

Importing your leads

To import your prospects, follow these steps:

  1. Click on Dashboard
  2. Click on the + button (top left)
  3. Select “Import Documents”
  4. Click on “Choose a module”. From the dropdown menu, select “Leads”
  5. Click on “You can import a CSV file” to upload your lead list

Assigning multiple leads to a collaborator

To assign multiple prospects to a collaborator, follow these steps:

  1. Go to CRM and then Leads
  2. Select the desired prospects, then click on the “Actions” button
  3. In the list, click “Assign to”
  4. Choose the collaborator and finish by clicking “Save”

Adding an attachment to a lead

If you want to add an attachment to a prospect but don’t know how, follow these steps:

  1. Go to CRM
  2. Click on “Leads”
  3. Select the corresponding prospect
  4. Click on “Attachments”
  5. Click on “Click here to upload your files” and import the file from your gallery
  6. Finish by clicking “Save”

Changing a lead’s status

To change a prospect’s status, follow these steps:

  1. Click on CRM, then Leads
  2. Click on the desired lead.
  3. In the prospect’s information, click on the “Lead Status” in the middle of the page and select the new status
  4. Finish by clicking “Save”

Creating a new lead source

If you want to create a new lead source, follow these simple steps:

  1. Click on Settings in the top right corner
  2. Select “Leads”
  3. Click on “Add a Source” (top right)
  4. Enter the source name and click “Save”