| Cause | To remove a prospect, you won't be working with from your Client Management list. |
Resolution | What's the difference between a client, a contact, and a prospect? In Client Management: -
Clients are the people or organizations that you do work for. -
Prospects are prospective clients that you want to do work for in the future. -
You can’t add subscriptions to a prospect. -
You can turn a Prospect into a Client if you start doing work for them. -
Select the Prospects tab to view the prospect list. -
Contacts are quick references that include basic details like phone numbers and addresses. -
You can’t add subscriptions to a contact. -
You can turn a Contact into a Prospect or Client if needed. -
Select the Contacts tab to view the contact list. In Client Management: - Clients are defined as individuals or organizations that you do work for. You can add subscriptions like Sage Accounting to a client. Select the Clients tab to view the client list.
- Contacts are quick references that include basic details like phone numbers and addresses. You cannot add subscriptions to a contact. Select the Contacts tab to view the contact list.
- Prospects are prospective clients that you are looking to do work for. You cannot add subscriptions to a prospect. Select the Prospects tab to view the prospect list.
CAUTION: Deleting a prospect permanently deletes their related data. NOTE: If the prospect has a relationship with a client, that relationship link will be removed. Delete a prospect -
Open the prospect record you want to delete. -
Click Prospect actions then Delete prospect. -
Tick the checkbox and click Delete. |
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