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Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List Mail Merge Mail Merge History Marketing Ratios Report Prospect Prospect List Reward Points Reward Points Due To Expire Sales Ratios Report Source Source List Sales Pipeline

Overview

A Prospect is someone who has had contact with the company and is either 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 Types
• 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