➕ Create Prospect
Type 1: Convert from a Lead
Follow these steps when converting a Lead into a Prospect:
- Go to the Leads grid (CRM > Leads).
- Tick / select the lead(s) you want to convert.
- As soon as you select a lead, the Action dropdown appears at the top of the grid.
- From the dropdown, choose Convert to Prospect.
- The conversion form opens. Fill in:
- Prospect Type — Hot, Warm, Cold, or DND.
- Follow-Up Status — Pending, No Response, Contacted, Qualifying, Not Interested, Client Not a Fit, or No Budget.
- Next Follow-Up Date — when you plan to contact the prospect again.
- Click Save. The selected lead is instantly converted into a Prospect and removed from the Leads list.
Type 2: Create a Prospect Manually (without creating a Lead first)
- Go to the Prospects module.
- Click Add in the top-right.
- Fill all required fields (Inquiry Date, Last Follow-Up, Designation, Contact Info, Company info, address, etc.). At least one contact channel is required.
- Optionally tick the qualification checkboxes:
- Client Needs Our Service/Product
- We Can Serve the Client
- Client Has the Budget
- Click Save.
If all 3 qualification checkboxes are ticked at Save time, the system prompts you for Estimated Cost and Project Description, then auto-converts the prospect into an Opportunity.
✏️ Edit Prospect
- Go to the Prospect grid or Kanban view.
- Click on the prospect record to open the detail aside.
- Click the Edit button (top-right of the aside header).
- Update the necessary fields.
- Click Update.
Changes are recorded in the Change Log / Activity Timeline for audit and tracking.
Remember: if all 3 qualification checkboxes get ticked during this edit, the prospect will be auto-converted to an Opportunity (with the Estimated Cost / Project Description prompt).
❌ Delete Prospect
- Go to the Prospect grid and open the prospect.
- Click the red Delete button in the aside header (or via the action menu in grid).
- Confirm deletion in the pop-up dialog.
⚠️ Deleting a Prospect removes it permanently from the system. Use with caution. Only users with the Delete permission on the Prospect module see this button.
Lead Source — Choose how or from where you got this lead (Website, Social Media, Referral, WhatsApp, etc.).
Lead Owner — Select the employee or team member responsible for handling this prospect.
Last Followup Date — The most recent date when someone from your team contacted or followed up with this prospect. Helps track past communication.
Next Followup Date — The planned date for your next follow-up. Set this so you or your team don’t miss the next call, message, or meeting.
🎯 Prospect Source Dropdown
- The Prospect Source Name dropdown helps you track where a prospect originated (e.g., Cold Call, Email Campaign, Trade Show).
- You can add, edit, or delete Prospect Source values from Settings > Dropdown Settings (pick the Prospect category and edit its Prospect Source Name options).
- For detailed steps, refer to: 🔗 How to add/edit/delete dropdown values?
ℹ️ Note: You cannot delete a Prospect Source value if it’s already linked to existing prospects. However, editing it will update the name system-wide, including on past records.