A new prospect can be added in a variety of ways. Sponsor users can propose a new prospect by using the link on the Login screen .

New prospects can also be added from the Dashboard, or by selecting the appropriate link from the Prospects Tab.

Add Prospects

1. Choose Add Prospect from the Prospects tab. The Add Prospects Form displays.
2. Enter the required fields as well as any additional details you have in the Prospect Information tab.
3. Click Check for Duplicates. This check must be performed before continuing with the addition of a prospect. Duplicates
   

   Clicking Check for Duplicates will return a list of current prospects that have similar entries to the user fields you have entered, as well as a "% Match" rating that identifies how closely the two entries are related. If a duplicate is found, you may select the prospect by clicking on the name and choose to either Use this Prospect to continue, or Cancel .

4. If no duplicates match your entry, click Next to continue.
5. Select the appropriate information for all fields on the Prospect Status Tab. Click Save to record your data.

Add Prospects For Other Sponsor

1. Choose Add Prospect For Other Sponsor from the Prospects tab.
2. Enter the Sponsor's email and click Continue.
3. Enter the required fields as well as any additional details you have in the Prospect Information screen.
4. Click Finish to record your data.