==Adding a Prospect==
To add a Prospect, click Customers are not created directly in the same way as Prospects category on the menu sidebar and then select "Create New , Appointments or other categories of system record, but are instead created by graduating a Prospect" from the options that are displayedby completing at least one sale with them. The Prospect interface is divided up into 4 tabs: * Prospect details - Primary contact For more information* Address and GPS details - Address information* Additional Details - Misc information* Ownership details - Record information on this process see our dedicated article on the [[File:WasteManagement-Prospects1.jpgWaste Management Solution|800pxCRM Pipeline]] The following fields are mandatory and must be filled in: * Title* First Name* Surname* Mobile Number* Email Address* Address line 1* Address line 2* Eircode/Postcode/Zip Code* Council Once All details have been input click on the Save Prospect button to proceed.
==View Existing Prospects==