User Name: e-mail addressPassword: Sergio

Click on “Prospect” to Add

Click on “New Prospect”

Note, any field with the “Magnifying glass cannot be edited, it is referring to another table, scroll downTo enter this info….

Click Save upon completion:

Now that there is a record, you may log an activity

Updated activity, pipeline or follow up will be attached to record

If you get stuck, call me at 408.691.0682 and go to www.ximix.net/MeetRob