A Prospect is a Customer record with the Type field set to PROSPECT. Once the record is changed to CUSTOMER, it will be used for displaying general details such as Sales, Service, Project, and Accounting information.
- Go to Sales > Customers, then click the ADD icon. A New Company Name window will open
- Enter a Company Name and click OK
- In the new record, enter the Customer details and set the Type field to PROSPECT
- Click the SAVE icon
Note: the Sites tab will now display the Main Site information (auto-populated from what you entered on the Customer / Vendor tab)