Overview
A prospect is a potential customer. The odds the prospect will convert into a customer can be specified using expert judgment.

Within "Prospects" you can -

• Add, view, edit, and delete prospects


• Import and export prospects to and from Excel


• Add, edit, and delete reminders and notes associated with prospects


• Add contacts and locations to prospects


• Add, view, edit, download, and delete documents associated with prospects


• Convert prospects into customers


• View the ID, name, primary contact, primary location, email, phone, creation date, user assigned to, expected close date, percentage of close, reminders, notes, documents, and historical information of prospects


• Visualize where prospects are happening in map view


• Perform free text, new search, and show all searches on prospects


• View and edit the prospect settings