Add or edit a prospect

Add a prospect

You can add a prospective client ( prospect Prospective clients (prospects) are clients who you haven't actively done work for yet. Prospects are created directly from the Client manager + New button; if you add a new prospect to a new lead; or if you import leads and the clients don't already exist. ) at any time or while you are adding a new lead.

You can add a prospect from Client Manager or from Lead manager.

From Client Manager

1. Click on the Client menu.
2. Click the New button, and select Prospect.
3. Fill in the your prospect's information. 
4. Click the Save button. 

From Lead Manager

1. In the Business menu, select Leads > New Lead.
2. Select Add Prospect (+).
3. Fill in the your prospect's information. 
4. Click the Save button. 

Edit a prospect

1. In the main menu, select Clients.
2. Find the prospective client you wish to edit in the client list, and click on their name. 
3. Select Options > Edit. The Edit Prospect dialog is displayed.
4. Edit the prospect details, as required.
5. Save your changes.

Data field reference

Field	Description
Client Information
Name	The full name of the prospect. For example: Archway Business Contracts Limited
Account Manager	The staff member who acts as account manager for this prospect.
Job Manager	The staff member who acts as job manager on jobs for this prospect.
Contact Name	Your primary contact for this job – other contacts can be added in the client manager.
Email address	Primary email address for this prospect – other email addresses can be assigned to specific contacts in the client manager.
Contact Information
Address	Physical address.
Town/City
State/Region
Postal Code
Country
Postal Address	Postal address fields as for physical address.
Phone	Generic contact phone number for the prospect rather than for a specific contact person.
Fax
Web Site
Referral Source	The way that the prospect heard about your organisation, such as a Google search, for example. For further details, see the Referral Source help topic.
Financial Information
Type	The client type.
Zero Rated GST	If this is an overseas prospect and you are exporting to them, you may not be required to collect sales tax, so select this checkbox to set the sales tax on your invoices at 0%.