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Moving back to the main menu we can now select the prospects module.

The prospects module has a similar layout to the customer. Navigation principles are the same and the main customer information is in the same area of the screen as in customers.

It is also possible to set call reminders for the prospect and instigate communications and create quotes. Comprehensive search facilities are also available to assist in the process of working with your prospects. Prospects can be rated from 1 to 10 depending on how hot or cold the prospect is then they can also be sorted in the list on the left by this rating.

If you create a quote to the prospect from here and the prospect accepts that quote, at the press of a button you can now add that prospect to your customer module taking with it your quote and communications once the prospect is a customer you may then create an order from the quote.

It is also possible to import prospects from mailing lists or other data sources.