How to Invite New ProsperWorks Contacts as Non-Billed Clients

Here’s how to invite new PropserWorks Contacts as Non-Billed Clients.

*Note – You may want to change the quality of the video below to 1080p by clicking the gear icon and selecting the “1080p HD” option.


Step-by-Step Guide:

Step 1: Click “Create This Zap” to get started. 


Step 2: Choose the radio button for your ProsperWorks trigger then click “Continue.”


Step 3: Choose an existing account or connect a new one then click “Connect.”

If you’re connecting a new one, follow the sign in prompts in the MailChimp pop up.  


Step 4: ProsperWorks requires you have at least one recent person created then click “Continue.” 


Step 5: If it says “Test Succesful” then click “Continue.”


Step 6: Make sure the radio button for “Invite a Client” is selected then click “Continue.”


Step 7: Select the radio button for your account or connect a new account then click “Save + Continue.”


Step 8: Fill in the required information then click “Continue.”


Step 9: Review the information then click “Send Test to”


Step 10: Click “Finish” to finalize.


Step 11: Toggle your Zap “On.” 


Now that you can invite new ProsperWorks contacts as non-billed clients, you can take advantage of the full potential of ProsperWorks with to manage your clients.

Updated on October 30, 2020

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