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          Add Prospects Manually

          Add Prospects Manually

          If you often meet prospects in person or want to test a prospect record, you can create a prospect record manually.

          Required Editions

          User Permissions Needed
          To create prospects: Account Engagement Sales role or higher
          1. Open the Prospects page.
            • In Account Engagement, select Prospects | Prospect List.
            • In the Lightning app, select Prospects.
          2. Click + Add Prospect.
          3. Enter the prospect’s information and save.
           
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          Salesforce Help | Article