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How to Add Contacts from Prospect to Monitor

Can I add contacts from Prospect to Monitor?

Justyn Dyer-Potzinger avatar
Written by Justyn Dyer-Potzinger
Updated over 3 weeks ago

If you’re looking to seamlessly transition your contacts from Wiza Prospect to Wiza Monitor, follow these simple steps.


Ensure Monitor Access

First, confirm that your account has access to the Monitor feature. If not, reach out to us via live chat or email at hello@wiza.com to get it enabled and to discuss different options.


Access the Prospect Tab

Once you have a trial or a Monitor subscription, navigate to the "Prospect" tab at the top of your screen.

Prospect


Filter Your Prospects

Use the available filters to select the prospects you want to monitor.


Add to Monitor

After selecting your prospects, click the Monitor icon located under the ‘Actions’ column (as shown in the image below).

Clicking this icon will immediately add the selected contacts to Wiza Monitor. You'll see a confirmation message at the top right corner of your screen.


Verify Your Contacts

Head over to your Monitor dashboard to confirm that the contacts have been successfully added. It’s that easy!


If you have any questions, don’t hesitate to reach out to us via live chat or at hello@wiza.com.

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