Revision: 230c9e47da

+<p>To access Prospect go to </p> 

+<blockquote>Sales > CRM > Data Source > Prospect </blockquote>

+<h3>1.Prerequisites</h3>

+<p>Before creating and using a Prospect, it is advised that you create the following first:</p>

+<ol>

+<li> <a href="https://docs.gostride.io/CRM/customer-group">Customer Group</a></li>

+<li><a href="https://docs.gostride.io/sales/territory"> Territory </a></li>

+</ol>

+<h3>2.2. How to create a Prospect</h3>

+<p>To create a new Prospect go to </p>

+<blockquote>Sales > CRM > Data Source > Prospect </blockquote>

+<iframe src="https://app.tango.us/app/embed/cd6d8d7e-b29e-4250-98a3-8c3807e92e01?iframe=true" sandbox="allow-scripts allow-top-navigation-by-user-activation allow-popups allow-same-origin" security="restricted" title="Steps to Add a Prospect " width="100%" height="400" referrerpolicy="strict-origin-when-cross-origin" frameborder="0" webkitallowfullscreen="webkitallowfullscreen" mozallowfullscreen="mozallowfullscreen" allowfullscreen="allowfullscreen"></iframe>

+

+<h3> 3. Features </h3>

+<h4>3.1 Create a Customer or Opportunity </h4>

+<p>You can also create a Customer or Opportunity from a Prospect shown as follows.</p>

+<iframe src="https://app.tango.us/app/embed/f090d7a4-f122-430b-b69f-3314d38c8ac0?iframe=true" sandbox="allow-scripts allow-top-navigation-by-user-activation allow-popups allow-same-origin" security="restricted" title="Create a Customer or Opportunity form a Prospect" width="100%" height="400" referrerpolicy="strict-origin-when-cross-origin" frameborder="0" webkitallowfullscreen="webkitallowfullscreen" mozallowfullscreen="mozallowfullscreen" allowfullscreen="allowfullscreen"></iframe>

+