Welcome to Hot Prospector !

Take a tour of the system, with this overview video exploring some of the most essential features, apps, and settings you'll use and need to get started!




 


 

Welcome to your new crm software! Take a tour of the system, with this overview video exploring some of the most essential features, apps, and settings you'll use and need to get started!

For more information in detail on the steps mentioned in the video, click the links below:

  1. First thing, you will want to ensure is set up is your profile settings as it effects your campaigns timezones and things such as your email CAN-SPAM information.
  2. If you want to make calls, receive calls or text your contacts you will want to make sure you have a phone number purchased in the system.
  3. In order to use the email feature, you will need to set up your email settings first. 

Credits & Groups are equally important to your settings as credits & groups are like the bread to your butter in the system! Credits are needed to use features in the systems, while groups are where all of your contacts are stored and what your campaigns are set to send to.

  • For information on credit management, click here.
  • For more information on contacts & groups, click here.

 

If you need further assistance please contact our support department via Support Ticket.  

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