3.   Click the New Prospect button to be allocated the new prospect reference number, alternatively you may Import prospects from a comma separated (CSV) or tab delimited file by clicking on the Import button.  On screen instructions will walk you through the import process.  If you are using Power Gx in the Cloud view additional instructions here.

4.   Type in the Company Name, address details, Telephone Number and Fax Number .  You are warned if the telephone number already exists on another prospect record to help avoid duplicate records on the system. 

5.   Click on the create a new contact icon to set up contacts for this prospect. 

6.   Use the drop-down menus to select the required area, rep, type, market class , currency code, country code and source.        

7.   You can now use the Contact Details program to manage your contact with this prospect.  Note: prospects are automatically given the first 6 letters of their company name as a Quick Access Code so you do not need to remember the prospect reference number, you can simply type the first few letters of their name to find them again. 

Click here to view the Prospect Details screen.

See also:        Convert a Prospect into an Customer