The video is further down on the page.
You can manually add a prospect either through the "New Prospect" icon in the Efficiency Ribbon or by going to Accounts > Prospects > New Prospect. Both of these routes open up the "New Prospect" form (see screenshot below).
Fill out this form with your prospect's information. This form allows you to set up a follow-up appointment with the prospect, which will display on your calendar. The * indicates required fields.
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What is the Preferred/Display name field for?
This is the name that will be shown in the Prospect/Resident page by default. You will have still, however, have an option to view the full name (see image below).
Permissions and Settings
To add a prospect you need permission to. To check permissions, go to Admin > User > (Select User) > Change Permissions > Prospects > Add.