The Prospect Detail screen is where users review and maintain one prospect's CRM record, including details, addresses, contacts, notes, activities, opportunities, and quotes.
What this screen is for
Use the prospect detail record when work is about one prospect company. This is the right place to update the prospect, add CRM history, create opportunities, review related quotes, and convert the prospect to a customer when the company is ready to move into the Sales workflow.
Screen path
Dashboard > CRM > Prospects > select a prospect
Key areas
Header and navigation
The header shows the prospect company name and Prospect Details. If the prospect was opened from a filtered prospect list, previous and next navigation can move through that same list.
Use the refresh action if another user may have changed the prospect while the detail screen is open.
Prospect Details tab
This tab contains the main CRM record:
| Area | Use it for |
|---|---|
Basic Information |
Review and edit company name, main contact, email, phone, website, lead source, status, type, size, assigned user, value, and notes. |
Addresses |
Add or edit prospect billing, shipping, or combined addresses. |
Additional Contacts |
Add or edit additional contacts for the prospect company. |
Company Notes |
Add or edit internal company notes. |
Opportunities |
Review open opportunities, create a new opportunity, or view closed opportunity history. |
Activity Timeline |
Log calls, emails, meetings, notes, tasks, and other activities tied to the prospect. |
Contacts and notes are maintained for audit history. The reviewed UI does not expose normal delete actions for these records.
Quotes tab
The Quotes tab shows quotes tied to the prospect. Use + New Quote to start a quote for the prospect. The quote remains tied to the prospect until the prospect is converted or the quote is converted to an order.
Main actions
Edit: Update the prospect's basic information.Add Addressor address edit controls: Maintain prospect addresses.Add Contactor contact edit controls: Maintain additional contacts.Add Noteor note edit controls: Maintain internal notes.+ New Opportunity: Add an opportunity linked to this prospect.View History: Review closed opportunities for this prospect.+ Log Activity: Log a completed activity or schedule a follow-up task.+ New Quote: Create a quote for this prospect.Delete: Soft-delete the prospect record.Mark Lost: Mark the prospect as lost.Convert to Customer: Start the prospect conversion workflow.
What happens behind the scenes
Saving basic information updates the prospect record.
Deleting a prospect from this screen is a soft delete. The prospect is hidden from the normal prospect list instead of being physically removed from the database.
Activities are saved in the CRM activity log. Completing an activity tied to a New prospect can update the prospect status to Contacted.
Creating an opportunity links the opportunity to the prospect. Creating a quote links the quote to the prospect until the quote or prospect moves into the customer workflow.
Converting the prospect creates a customer record, moves related CRM history to the customer where applicable, marks the prospect Converted, and stores the new customer code on the prospect.
Troubleshooting
Convert to Customer is not available
Likely cause: The prospect is already Converted.
Safe fix: Open the matching customer from the Prospects list or Sales Customers screen.
Contact support if: The prospect status is not converted but the conversion action is missing.
A quote is missing from the Quotes tab
Likely cause: The quote may have been converted to a customer order or may no longer be linked to the prospect after conversion.
Safe fix: Check Quote History Overview and search by prospect or customer.
Contact support if: The quote number exists but cannot be found from either the prospect or quote reports.
The prospect was deleted by mistake
Likely cause: The Delete action soft-deleted the prospect.
Safe fix: Contact support before creating a replacement prospect. Creating a duplicate can split history.
Contact support if: A deleted prospect needs to be restored.