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'