You’re offline. This is a read only version of the page.
How does prospects fit into the sales process?
Whenever I create a Lead, Prospect record is getting created. However, I qualify a Lead and generate opportunity from it. Would like to know when to use Prospect. Appreciate your suggestions
*This post is locked for comments
I have the same question (0)
Can you please be more specific for your question??
Normally a Prospect refers to Possible entity(Customer or Vendor) or you can say Prospect mean Possible Customer, in terms of sales.
So when we have to work on a Opportunity, which will be converted to Quotation/Order, Possibly, we use Prospect (if there is no customer in our records for this party).
If we have opportunity against the Existing entity/customer, we use already existing customer, otherwise we use Prospect.
Share
Report
All responses (
Answers (
49,438
