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  2. Canceling, deleting, and copying
  3. Setting up a new prospect

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
  • Prospects
  • Creating prospect information tables
  • Copying a prospect
  • Modifying a prospect
  • Viewing prospect information
  • Deleting a prospect
  • Sales
    • Entering and maintaining sales orders
    • Canceling, deleting, and copying
      • Canceling a sales order
      • Canceling a sales order line
      • Copying a sales order
      • Copying lines from multiple orders to create a sales order
      • Setting up a new prospect
      • Copying a prospect
      • Deleting a prospect
    • Using order types
    • Using order and line dispositions
    • Using order fulfillment
    • Managing holds
    • Entering sales tax information
    • Freight and shipping
    • Tendering and accepting payments
    • Credit cards
    • Processing invoices
    • Entering returns
    • Negotiating a customer's price
    • Inquiring on customer orders
    • Working with ties
    • Selling kit products
    • Selling nonstock and special products
    • Quotes
    • Form and field descriptions - Sales
    • Form and field descriptions - Sales Manager
    • Form and field descriptions - Service Management