Adding a Prospect to Liscio
1. Create the Contact.
Note: Contacts can add their phone numbers and addresses when setting up their Liscio Account.
2. Click on the Accounts tab at the top of your newly created Contact.
3. Click +Account
4. Click New Account
5. Click on the Account Status box and select Prospect.
Note: Check the Account Owner? box when creating the relationship to give the Contact access to edit and view the Account information and files. Please be aware that Account Owners have access to sensitive information in the Account. Learn more about Account Ownership here.
Note: You can easily find all Prospect Accounts using the Account Status filter on the Accounts page.
To track Accounts that are prospects, change the Account Status from Client to Prospect: The account will now appear in the filter as Prospect. To change the stage of a Prospect, change the stage on the Account level:
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