Account > Prospects (Used in the Opportunities module) Prospects are potential clients. You can store contact names and numbers for each one. You can create deals with events and To Dos needed to close each deal. You can change prospects into an actual clients once you are ready to do actual business with them. Once a prospect has been changed to a client, it will be available to the rest of the modules in your account. (See "Creating a client from a prospect" for more information.) To create a prospect: 1. Click on the Account tab. 2. Click on the "Create..." drop-down menu and select "Prospect" from the list. 3. Fill out the "New Prospect" dialog box. The "Prospect name" field is required. 4. Click on the "Save" button. Once you have created the prospect, you will have access to a "Contacts" link as well as the "Demographic" link. Use the "Contacts" link to add contacts for the prospect. Notes: The "Save and create another Prospect" button allows you to quickly create multiple prospects by immediately loading a blank "New Prospect" form. To modify an existing prospect: 1. Click on the Account tab. 2. Click on the "Prospects" link. 3. Click on the prospect's name in the Prospects list. 4. Click on the "Demographic" link if it is not already selected. 5. Make your changes to the prospect record. 6. Click on "Save." 7. The message "The prospect - [prospect name] was successfully saved" will appear at the top of the form. To delete an existing prospect: 1. Click on the Account tab. 2. Click on the "Prospects" link. 3. Click on the prospect's name in the Prospects list. 4. Click on the "Demographic" link if it is not already selected. 4. Click the "Delete" button at the bottom of the "Edit demographic information" dialog box to permanently discard the record. Note: You cannot delete a prospect that is associated with a deal, proposal, or todo.