You can create a prospect for a potential customer or account that has not yet done business with you. You can also link the prospect to a lead or opportunity.
Steps
Go to Sales and marketing > Relationships > Prospects > All prospects.
Click New.
In the Name field, type a value.
In the ZIP/postal code field, type a value.
In the Street field, type a value.
In the Street number field, type a value.
In the Delivery terms field, enter or select a value.
In the Country/region field, enter or select a value.
In the Phone field, type a value.
In the Address books field, type a value.
Click Save.
Expand the Rental section.
In the Invoice profile field, enter or select a value.
In the Rental calendar field, enter or select a value.
In the list, click the link in the selected row.
In the Rate code field, enter or select a value.
In the Prospect group field, enter or select a value.
In the list, click the link in the selected row.
Expand the Credit and tax section.
Select Yes in the Mandatory credit limit field.
In the Credit rating field, type a value.
In the Credit limit field, enter a number.
Click Save.
Click Save.