RealDesk for Agents
Agent Basic Training
Add Prospects and Clients
2 min
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