Activating Contacts to Sales Station

Once you've identified the right contacts in the Energy Directory, activating them in your Sales Station is straightforward:

1. Select the contacts you want to activate using the checkboxes.
2. Click the blue "Activate to Sales Station" button in the top right.
3. Assign the contact(s) to a Sales Rep using the dropdown.
4. Optionally add a CC recipient and notes, then click "Transfer".
5. The contact will appear at the bottom of the list in Sales Station > Contacts > filter: Energy Directory Transferred