1. Library
  2. User
  3. Sales
  4. Canceling, deleting, and copying

Setting up a new prospect

  1. Select Sales > Setup > Prospect.
  2. Click New.
  3. Specify a prospect number, or leave the 0 to automatically assign the next available number to the prospect.
  4. Specify the prospect name and the outside sales rep.
  5. Click Save.
  6. Specify the prospect information.
    The prospect type is required.
  7. Click Save.
Related topics
  • Viewing prospect information
  • Prospects
  • Copying a prospect
  • Modifying a prospect
  • Creating prospect information tables
  • Deleting a prospect