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Add prospect groups

Prospect groups allow you to organize categorized groups for your prospects. From this section you can send an email targeted to an entire group and view which group members have actually opened the email that you sent. To add a prospect group:

  • Sign in to your Point2 account at www.point2.com
  • Click Prospects from the top menu
  • Click Prospect Groups

  • Click Add a Prospect Group
  • Enter a name for your group and a description (this field is optional and for administrative purposes only) 
  • Click Create
  • Click Add Group Members 

  • Use the Search to bring up all of the prospects you added 
  • Click Search
  • Check the box beside each prospect you would like to add to this group 
  • Click Add to Prospect Group at the bottom of the page 
  • Click OK
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