View, Edit & Create Records | P&N

Within Prospect & Nurture you can review and create records for Tasks, Properties, Contacts, and Companies. You can navigate to these within Prospect & Nurture via the blue navigation bar across the top of the Prospect & Nurture page.

Each one of these tabs links to a page (or object) where you can review existing records of each type and create new ones


Create_New.gif
 

Let’s take a closer look at some of the sections of these pages 

 

 

Apto_Prospect_and_Nurture.png 

 

Have more questions? Submit a request