This can be used to locate an existing prospect and update their details.
1. Select Gx CRM from the toolbar.
2. Select Prospect Details from the menu.
3. Type in the first few letters of the prospect name or click the Account
Search icon next to Reference Number.
4. Click the button for the letter the account begins with. This loads the "filing
cabinet" and you can click on the drop down option to find the required
prospect.
5. Double click the required one from the list. This brings up their prospect
record.
next to Reference Number.