Familiarize yourself with the Rakuna CRM solution by learning how to add a single prospect. Follow the below steps to add a single prospect:

  • Step 1: In the Prospect Dashboard, click “Add New Prospects,” then navigate the drop-down menu to the ‘New Prospect Manually’ option.

  • Step 2: Fill out the form with your prospect’s crucial information: their first name, last name, and email.

  • Step 3: After filling out the prospect’s first name, last name, and email, you can now create your prospect by clicking “Add” or continue inputting your prospect information.

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