RealDesk for Agents
Agent Basic Training

Add Prospects and Clients

2min

Introduction and Objectives

In this section, you'll learn how to work with prospects and clients in RealDesk.

Learning Objectives for this section:

  • Recognize the difference between a prospect and a client.
  • Understand how to create a prospect, including attribution for marketing analytics purposes.
  • Discover how to use the RealDesk calendar for appointments and reminders related to prospects and clients.
  • Understand how to promote a prospect to a client.



Updated 21 Sep 2024
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