➕ Create Prospect
Type 1: Convert from Lead
Follow these steps when converting a Lead into an Opportunity:
- Go to the Leads Grid.
- Tick/select the lead you want to convert.
- As soon as you select a lead, the “Action” dropdown will appear at the top of the grid.
- From the dropdown, choose “Convert to Opportunity”.
- On click, the selected Lead will be instantly converted into an Prospect.
Type 2: Create Prospect Manually Without Creating Lead
- Go to Prospects Module
- Click + Add
- Fill all required fields (e.g. Inquiry Date, Last Follow-Up, Designation, Contact Info, etc.)
- Tick the qualification checkboxes if applicable and click Save
- Client Needs Our Service/Product
- We Can Serve the Client
- Client Has the Budget
If all 3 checkboxes are ticked this prospect will be auto converted to opportunity.
✏️ Edit Prospect
- Go to Prospect Grid or Kanban View
- Click on the Prospect record
- Click the Edit button (top-right or in action menu)
- Update necessary fields and
- Click Save
Changes are recorded in the Activity Timeline for audit and tracking.
Remember if all 3 checkboxes are ticked this prospect will be auto converted to opportunity.
❌ Delete Prospect
- Go to Prospect Grid
- Click the Delete icon or select from action menu
- Confirm deletion in the pop-up dialog
⚠️ Deleting a Prospect removes it permanently from the system. Use with caution. Only users with delete permissions can perform this action.
Lead Source Choose how or from where you got this lead (Example: Website, Social Media, Referral, WhatsApp etc).
Lead Owner Select the employee or team member responsible for handling this lead.
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 Options → Prospect → Prospect Source Name
- For detailed steps, refer to the article: 🔗 How to add/edit/delete dropdown values?
ℹ️ Note: You cannot delete a value if it’s already linked to existing Leads. However, editing it will update the name system-wide, including in past records.