From the prospect card in the CRM module you can add, update and maintain client and prospect information and contacts, create and review pipelines, create and view activities, as well as upload documents and start conversations with other employees.
...
SHOW/HIDE
...
PROSPECT CARD
Go to CRM > clients & prospects list to see a list of clients and prospects based on your filter settings
Select a resource from the list and click show/hide prospect card
icon to complete and maintain additional fields against the resource
...