Prospect Rating/Interest Level

You can give your prospect a star based on their Interest Level.

Here are the instructions on the web:

Once you log in to your account on the web portal: 

• Click on the Contacts tab
• Click on any Contact
• It will bring you to the Contact's detail screen:

• You can assign the number of stars based on that Contact's interest level.

You can sort them by using the Advanced Search option:

• Click on the Contact tab
• Click on Advanced Search:

• Click on the Field and choose Interest Level to sort the contacts by Interest Level

Here are the instructions on the App:

Note: You may add the rating upon adding your new contacts. Please check this link to know more: How to add Contacts on the App

If the contact is already added on your account, follow the steps below:

• Log in on the App
• Click on Contacts
• Select a contact
• Click the edit (pencil) icon on the top right
• On the Edit Contact page, add the star rating based on your contact's interest level
• Click 'Save'