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How do I create Prospects manually?
How do I create Prospects manually?

Detailed description on creating new prospects manually.

Preena Francis avatar
Written by Preena Francis
Updated over a week ago

Apart from importing Prospects from a CSV file, Google Sheets, or a CRM, you can also manually add Prospects to Klenty.

To add Prospects manually:

  1. Login to your Klenty account: go to the Prospects page, and click on the '+ Add prospect' button in the top right corner.
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  2. Enter the Prospect details and click on 'Create Prospect' to create a new Prospect. You can also add lists and tags to organize your prospects.


    Once you’ve created the prospect, it will appear on your Prospects page. If you've added them to a specific list, they will be listed under that list. Alternatively, if you've applied tags, you can filter them using those tags.

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