Prospects are potential new business customers that you want to work with. You can create CRM pipelines and activities against both prospects and clients, but you cannot create a job against a prospect. The creation of prospects is usually less restrictive and open to users who have access to the CRM moduleProspect resources are created in the CRM module and information is stored about them on the prospect card.
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Add, update and maintain information against an existing prospect record via the information
tab on the prospect card. From here you can update the following prospect information:Name
Initials
Phone number
Mobile number
Email
Social information e.g. web address, LinkedIn page etc.
Resource group (can be used on client and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)
Tags
Address details
Business (clients can be grouped by business type or industry for reporting purposes e.g. Retail, Technology, Finance etc.)
Primary Contact (main contact for the client)
Responsible (your company’s client lead)
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UPDATE PROFILE PICTURE
You can also create profile picture (usually the client logo) for prospects via the information tab.
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