In StrideERP, the "Prospect" doctype refers to a potential customer or a lead that has shown interest in your products or services but has not yet made a purchase. It is a record used to capture information about individuals or organizations that may convert into customers in the future. The Prospect doctype typically contains details such as the prospect's name, contact information, address, and any specific notes or interactions related to the prospect.

1. Prerequisites

Before creating and using a Prospect, it is advised that you create the following first:

• Customer Group
• Territory

2. How to create a Prospect

To create a new Prospect go to

Sales > CRM > Prospect

3. Features

3.1 Create a Customer or Opportunity

You can also create a Customer or Opportunity from a Prospect shown as follows.