Create Prospect

This section is a completely filtered down version of the "Create Customer". Only use this for quickly creating prospects who have no intention of ordering anytime soon.

In order to create a Prospect Account, the minimum required fields are the Company Name, Address Line 1 and Postcode.

Contact Details

This tab allows you to specify the minimum contact details required in order to setup an account with basic information

• Custom Account No:
• Do not call customer
• Customer Declines Mailshots (green=Declines)
• Origin Site
• Customer Status= Active/Prospect
• Customer Category = None/Low/High
• NCR Catchall Domain
• Prefix

Admin Details

This tab allows you to specify any relevant information whilst setting up the account.

Call Back Tab

This tab allows you to set a call back date and any relevant notes during the creation of the prospect.