Alexa How to add New Target in ConvergeHub

New Target

To start, go to Marketing from the menu on the left and click on Prospects.

Once you’re on the Target list, you can create a new one by clicking the  button in the top-right corner. The “Add Target” page will open with all the necessary fields. You can enter detailed information about the target using four sub-tabs: General, Address, and Other, each with its own corresponding fields.

Adding a New Prospect

 General Tab Fields

Salutation: Choose a title (e.g., Mr., Ms., Dr.) for personalization.
First Name: Enter the prospect’s first name (required).
Last Name: Enter the last name (recommended for identification).
Status: Select the lead stage (e.g., New, Contacted, Qualified).
Type: Define type of prospect (e.g., Individual, Company, Partner).
Company Name: Enter the organization they are affiliated with.
Industry: Select the relevant industry for segmentation and targeting.
Phone: Add mobile/office number. Click + Add another to include more.
Email: Add email address. Use + Add another for secondary addresses.

Address Tab Fields
Multiple addresses of the target can be added from the Address tab.

Other Tab Fields
Other details of a target such as Department, Birth date, Website, Description, Annual Revenue, Employees and Title can be added through Other tab.