Log into your PBLS account.
To add a Contact:
- Click on 'Contacts' in the left Navigation bar.
- Click on the 'Create a new Contact' button on top right:
- Fill out the contact information, scroll down to the bottom to assign a campaign and click Save:
To Edit a Contact:
- Click on 'Contacts' in the left Navigation bar.
- Select a Contact you wish to Edit and click on the name.
- Make any changes you need and click Save
Other links that might be useful:
- Prospect Rating / Interest Level
- What are Tags
- How do I View Campaign Content
- How to change campaign assignment
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