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: : Creating a prospect
Advice: Create a prospect before creating a new prospect, make sure it does not already exist.
To create a prospect:
- Click Accounts andContacts in the menu on the left.
- Click
.
- In the blank form, enter the information needed to create the prospect in the left pane.
- With each addition, click on the button Save at the bottom of the screen. You can change the content at any time and save.
- Customize the fields if needed. See Configuring the Interface
You can also create a prospect when creating an opportunity. See Creating an Opportunity.
Note: a customer can not be created in the CRM Portal, you must create it from the Application Desktop.
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