Salesforce Docs Portal

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.