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Created page with "==Overview== Prospects are the first stage in the WMS CRM Pipeline. New Prospects can be created at any time, while existing prospects can be reviewed and modified as needed...."
==Overview==
Prospects are the first stage in the WMS CRM Pipeline. New Prospects can be created at any time, while existing prospects can be reviewed and modified as needed. This article will cover how to add, edit and view prospects.
Please note that once at least one sale has been agreed upon, Prospects will graduate to Customers and be moved to that portion of the system instead.
==Adding a Prospect==
Prospects are the first stage in the WMS CRM Pipeline. New Prospects can be created at any time, while existing prospects can be reviewed and modified as needed. This article will cover how to add, edit and view prospects.
Please note that once at least one sale has been agreed upon, Prospects will graduate to Customers and be moved to that portion of the system instead.
==Adding a Prospect==
