A prospect is a person (or company) that is at a stage before that of a customer (Aka potential customer).


Here's how you create a prospect: 

1. You go to the Customer tab.

2. Click on the green "Create Customer management" button.

3. A "Create new Contract" screen will open and as you can see, the tick next to "Active" is automatically on.

4. You have to switch this off and check the tick next to "Prospect".

5. Fill in as much information as possible about the prospect in the relevant fields and save it.

6. You will see your prospect on the dashboard of the contacts in the overview.  A prospect can be recognized by the orange mark in front of their counter as customers have a green mark.