The Prospects screen is used to search, filter, add, bulk upload, review, and convert companies that are not yet customers.
What this screen is for
Use Prospects for companies that may become customers but have not been converted yet. From this screen, users can maintain prospect information, open the prospect detail record, upload prospect lists, and start the conversion workflow when a prospect becomes a customer.
Do not create duplicate customers manually when the company already exists as a prospect. Use the prospect conversion workflow so PAX can carry CRM history into the customer record.
Screen path
Dashboard > CRM > Prospects
Key areas
Toolbar
The top of the screen includes:
| Control | Purpose |
|---|---|
Search prospects... |
Searches the currently loaded list by company, contact name, email, and phone. |
Filters |
Opens server-side filters for status, prospect type, assigned user, missing contact data, and company size. |
Add New Prospect |
Opens the add prospect form. |
Bulk Upload CSV |
Opens the prospect CSV upload workflow. |
Bulk Upload Contacts |
Opens the contact upload workflow for prospect contacts. |
Prospect table
The table shows the main prospect list.
| Column | Meaning |
|---|---|
Company |
Prospect company name. |
Contact |
Main contact first and last name from the prospect record. |
Email |
Main prospect email. |
Phone |
Main prospect phone. |
Website |
Prospect website. |
Status |
Prospect status. |
Prospect Type |
Sort code classification. |
Assigned To |
User assigned to the prospect. |
Est. Value |
Estimated opportunity value on the prospect. |
Click a row to open the prospect detail record. If the prospect is already Converted, PAX tries to open the matching customer detail record instead.
Main actions
Filters: Narrow the prospect list by saved filter criteria.Add New Prospect: Create one prospect manually.Bulk Upload CSV: Import multiple prospects from a CSV file.Bulk Upload Contacts: Import additional contacts for prospects.- Row click: Open Prospect Detail Overview.
- Converted row click: Open the matching Customer Detail Overview when PAX can find the customer.
Prospect statuses
| Status | Meaning |
|---|---|
New |
The prospect has been added, but no completed outreach has been recorded yet. |
Contacted |
Initial outreach has been completed. |
Qualified |
The prospect is worth pursuing. |
Converted |
The prospect has been converted to a customer. |
Lost |
The company is no longer being pursued as a prospect. |
What happens behind the scenes
Opening the Prospects screen reads active, non-deleted prospects.
The Filters panel sends selected filters to the server. The search field then searches within the list currently loaded in the browser.
Prospect filters are saved in the browser under the user's local storage, so the same browser may remember the previous filter set.
Clicking a converted prospect does not create or change data. PAX looks for the linked customer code first and falls back to a customer-name match if needed. If no customer can be found, PAX opens the prospect detail record and shows a warning.
Troubleshooting
A prospect I expect to see is missing
Likely cause: A saved filter is hiding the prospect, or the prospect has been marked Converted, Lost, or deleted.
Safe fix: Open Filters, use Reset All, and clear the search box.
Contact support if: The prospect still does not appear and should not be deleted.
Search does not find a prospect
Likely cause: Search only checks the list currently loaded after filters are applied.
Safe fix: Clear filters first, then search again.
Contact support if: The prospect appears in another screen but never appears in Prospects.
A converted prospect does not open the customer
Likely cause: The linked customer code may be missing or the customer name may no longer match.
Safe fix: Open the prospect detail record from the warning and review the conversion history.
Contact support if: The customer exists but PAX cannot link the converted prospect to it.