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  1. Knock
  2. Site Teams
  3. Knock CRM
  4. Prospect Profile Basics

Prospect Profile Basics

  • Guestcard Details & Features
  • Closing a Lead in Knock
  • Creating a Guestcard
  • Prospect First Contact
  • Qualifying Prospects: "Not a Prospect" button
  • Future Follow Up Reminders & When to Use Them
  • Add a note/reminder
  • Manually Entering Guest Cards
  • How Do I Assign a Prospect
  • Cross-Selling AKA Prospect Transferring
  • 360 Guestcard
  • Follow Up Indicators (Red, Yellow, Green Circle)
  • Prospect Statuses-What are they?
  • How To Mass Edit Prospects
  • Merging Duplicate Guest Cards
  • How To Filter Your Prospect Table
  • Adding Prospects To A Waitlist

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