Prospect types are used to group prospects for the purposes of reporting. Since prospects will hopefully become customers at some point, it is recommended that the prospect types be the same as the customer types so that a prospect can be easily converted to a customer when and if approriate
Entering Prospect Types
- Set up the types of prospects you wish to track
- Then assign prospects to a specific type
- This allows various reports to be run by prospect type or sorted or filtered by prospect type
- To see a list of prospect types, edit a prospect type, or create a new prospect type: Settings > Value Lists > Other Value Lists (M-Z) > Prospect Types
Prospect Type Fields
| Field | Description |
| Active check box | To view an inactive account, see Active and Inactive Records. |
| Prospect Type Code | One- to three-digit code that identifies the prospect type in Accolent ERP. An entry in this field is required. |
| Prospect Type Description | Description identifies the prospect type. An entry in this field is required. Maximum 30 characters. |