: : Creating a prospect

Advice: Create a prospect before creating a new prospect, make sure it does not already exist.

To create a prospect:

  1. Click Accounts andContacts in the menu on the left.
  2. Click .
  3. In the blank form, enter the information needed to create the prospect in the left pane.
  4. With each addition, click on the button Save at the bottom of the screen. You can change the content at any time and save.
  5. 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.