How to: Add a New Prospect

Modified on Sat, 13 Jul, 2024 at 3:50 PM

Adding a New Prospect

There are 2 ways to add a new prospect: you can use the quick add function or open the new prospect page.

You can access the Quick Add popup page from Commercial > New Prospect > +.

You can access the Quick Add popup page from Commercial > New Prospect.

Field	Description	Notes
First Name		Required.
Last Name		Required.
Middle Name
Prefix
Email Address
Salutation	How the prospect should be addressed in automatic correspondence.
Job Title
Company Name	Only fill this in if the prospect does not belong to an existing customer.
Linked Customer	If the prospect belongs to an existing customer, you can select the customer from the dropdown.
Customer Contact	If the prospect does belong to an existing customer and is connected with an existing contact, select the customer contact from the dropdown.
Industry
Default Currency
Prospect Status	Select the current status of the prospect from the dropdown.	Prospect statuses can be added or edited in Admin > Setting > Sales > Prospect Status.
Owner	The prospect owner.	It defaults to the person who created the prospect but can be changed later.