Bulk-add prospects to an account

If you need to add several prospects to an account, you can do it in bulk.

You can add multiple prospects to the same account easily from the Prospects screen.

  1. From the Prospects screen, select the checkbox next to the prospects you want to add to the account.
    You can use filters to help you find your prospects quickly.

  2. Click the Account button.

  3. Select the Account you want to add the prospects to.

  4. Click Add.