How to Add Prospect

Use this workflow to create one new prospect company from the Prospects screen.

When to use this workflow

Add a prospect when a company may become a customer but should not yet be created as a customer in Sales. If the company is ready for normal order entry, create or convert the correct customer record instead.

Before you start

Have the prospect company name ready. Company name is the required field.

Optional information can include the main contact, email, phone, website, lead source, prospect type, status, company size, assigned user, estimated value, and notes.

Steps

1. Open Dashboard > CRM > Prospects.
2. Select Add New Prospect.
3. Enter Company Name.
4. Add contact information if available: Contact First Name, Contact Last Name, Email, Phone, and Website.
5. Choose Lead Source if known.
6. Choose Prospect Type if a sort code applies.
7. Choose the correct Status. New prospects default to New.
8. Choose Company Size if known.
9. Choose Assigned To if a user should own follow-up.
10. Enter Estimated Value if useful for sales tracking.
11. Add Notes when internal context should stay with the prospect.
12. Select Create Prospect.

What happens behind the scenes

PAX creates a prospect record. Blank optional fields are saved as empty or null values instead of forcing placeholder data.

The prospect is available immediately in the Prospects list unless filters hide it.

Creating a prospect does not create a customer, Sales Order, quote, opportunity, campaign recipient, or accounting transaction.

Related docs

• Prospects Overview
• Prospect Detail Overview
• How to Filter Prospects
• How to Bulk Upload Prospects
• How to Convert Prospect to Customer