Prospects 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. The Prospects tab is where you store your prospects, and all the contacts associated with each one. In the Prospects list, contacts will appear as sub-entries below the prospect to which they are associated. If you click on the e-mail address or phone number of a prospect in the Prospects list, you can create an event for that prospect - the idea is to make it easy for you to record phone calls and e-mail messages sent to prospects. When you click on an e-mail address, you will be taken to a form where you can fill in the text of the message and add additional addresses to which to send the message. When you click on "Send" the e-mail message will be sent, and an event will automatically be created. The subject of the e-mail will be part of the event's name, and the text of the e-mail will be found in the event's "notes" field. If you click on the name of a prospect in the list, you will see a detailed table of the contacts, deals, todos, and events associated with the prospect. 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.) Prospects > Create a New Prospect There are a few fields that help you track the source and potential of the prospect. For example, you can select a business type for the prospect - new business types can be added in the Account tab. You can note the source of the prospect by selecting an option from the "Client Source" drop-down list box. You can also note the company size by choosing an option from the "Company Size" drop-down list box. New options can be added in the Account tab. To create a prospect: *Note: You can also create a prospect from the Account tab. 1. Click on the Prospects 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. 5. The new prospect will appear in your Prospects list. Notes: The "Save and create another Prospect" button allows you to quickly create multiple prospects by immediately loading a blank "New Prospect" form. How would I modify or delete an existing prospect?