Add Library Prospects

SalesMagic comes with a library of built-in prospects for you to use. You can add any of these library prospects to your account by clicking on the Browse Library button.

You can browse through all of the library prospects using the pagination buttons at the bottom of the dialog. Or you can filter the list of prospects by various criteria, such as job title, industry, company size, and years of experience. You can select multiple of these criteria to narrow the search further.

Once you've found a prospect that you want to use, you can select it by clicking on it and then click on the Add Prospect button. By default, the prospect is only visible to you; not to others in your team or your manager.

You can edit a library prospect that has been added to your account; at which point a copy of the prospect will be made so that your changes do not affect the shared version of the prospect that other users may be using.