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Overview

A Prospect is someone who has had contact with the company and either is a Customer or has indicated that they are interested in remaining in contact with the company. A prospect can be added to the system via the Prospect Screen.

How to add a prospect

• Select CRM tab
• Select Prospect button
• Enter known Company details including the Company Type
• If the prospect is in your existing customer list, select the customer record from the drop down list under

Related Customers

• Select the Address Info tab and complete the requested data
• Save