Prospects

Use this form to enter information for a prospective customer. For example, if your company's sales representatives are at a trade show, they can take business cards from clients and enter that information into the system.

After creating a prospect record you can associate it with contacts, assign it to sales leads or opportunities, or generate an estimate order. Once the prospect is approved as a customer, you can convert the record to a customer record without having to re-enter the information.

Note: After the prospect record is converted to a customer record, all records that were associated with the prospect are reassigned to the newly created customer. The system then deletes the prospect record.

The Estimate Projects tab is display-only. The information provided comes from the Estimate Projects form.

Note: A prospect cannot be applied to a project type that is associated to a pricing type of Fixed Price, because that type requires a customer.

The Estimates tab is display-only. The information provided comes from the Estimates form.

The Interactions tab is display-only. The information provided comes from the Prospect Interactions form.

The Leads tab is display-only. The information provided comes from the Leads form.

The Opportunities tab is display-only. The information provided comes from the Opportunities form.

The Sales Contacts tab is display-only. The information provided comes from the Sales Contacts form.