Prospect Window

The Prospect window can be used to view, edit and enter new information about your prospective clients, as well as to manage marketing and financial information, like prices and quotes of your prospects.

When the deal is struck a prospect can be quickly converted into a full client.

It can also be used to store information and documentation of former or temporarily unavailable clients.

 

 

Prospect Window tabs

Different tabs of the Prospect window represent different aspects and elements of your prospective client database. Prospect data is broken into the following Prospect window tabs:

 

 

See also: 

Workspace Icons