Managing contacts
Contacts are the individual people associated with your clients. You can create them as part of the client creation flow, or add them independently at any time from the Contacts page.
Creating a contact
Go to Contacts in the sidebar and click Add Contact.
Enter their first name and email address (both required).
Optionally add a last name, phone number, and any KYC details.
Optionally link them to a client before saving.
Click Save Contact.
KYC and admin details
Click Show KYC & Admin Details to expand additional fields for compliance and client profiling, including date of birth, employment status, annual income, target retirement age, ID document type, job title, and title. All are optional and can be filled in or updated at any time.
Linking to a client during creation
You can link the contact to a client in the same step. Choose New Client to create a new client record at the same time, or Link Existing to connect them to a client already in Prospo. This step is optional - you can always link them later from the contact's detail panel.
Duplicate detection
If the email address you enter already exists in your organisation, Prospo will alert you. You can choose to use the existing record or create a new one.
Importing contacts in bulk
If your organisation has connectors set up, you can import contacts from Monday.com, WorkSorted, AdviserLogic, Microsoft Outlook, Zoho CRM, or Intelliflo. Click Import Contacts on the Contacts page to get started.
Editing a contact
From the Contacts page
Find the contact in the list and click their name to open their details in the right panel. Click the Edit icon in the panel header, make your changes, and click Update Contact.
From the client profile
Open the client the contact is linked to, find the contact in the Linked Contacts panel, click the Edit icon next to their name, make your changes, and click Update Contact.
Changing a relationship type
The relationship type - such as Director, Spouse, or Trustee - is tied to the client link rather than the contact itself. To update it, open the client profile, click the Edit icon next to the contact in the Linked Contacts panel, change the relationship type, and save.
Deleting a contact
Go to Contacts, find the contact, click the delete icon on their row, and confirm.
Deleting multiple contacts
Select the contacts using the checkboxes, click the Delete icon in the toolbar, and confirm.
What happens when a contact is deleted
Their name remains on any existing meeting records.
Their links to clients are immediately and permanently removed. If you need to restore the contact later, you will need to re-link them to their clients manually.
Recovering a deleted contact
If you need to recover an accidentally deleted contact, email support@prospo.ai with the following details:
The contact's name
Which client they were linked to
Approximately when they were deleted
Your organisation name
Submit your request as soon as possible. Deleted contacts cannot be recovered after 90 days.
Unlinking instead of deleting
If you only want to remove a contact from one specific client without deleting them entirely, use the Unlink option in the client's Linked Contacts panel instead.