How to Add a Prospect

Video Tutorial:


The Prospects screen is where you’ll find a record of people who have purchased from you, and how much they’ve spent.  If you’re a Pro or Agency user, you’ll also have a record of anyone who’s signed up to one of your API forms here.

  1. In the Convertri Dashboard, click on Cart on the top right of the screen.
  2. Click Prospects on the left hand side menu.
  3. Click Add Prospect to add a new customer.
  4. Enter their details. Most are optional, but email is required as this is how we track their purchases. When you’re done, click Add.

You’re all finished! From this screen you can also add more prospects, edit existing ones and archive those you don’t need anymore.