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.

Standard procedure

1.	Go to Sales and marketing > Relationships > Prospects > All prospects.
2.	Click New.
3.	In the Name field, type a value.
4.	In the ZIP/postal code field, type a value.
5.	In the Street field, type a value.
6.	In the Street number field, type a value.
7.	In the Delivery terms field, enter or select a value.
8.	In the Country/region field, enter or select a value.
9.	In the Phone field, type a value.
10.	In the Address books field, type a value.
11.	Click Save.
12.	Expand the Rental section.
13.	In the Invoice profile field, enter or select a value.
14.	In the Rental calendar field, enter or select a value.
15.	In the list, click the link in the selected row.
16.	In the Rate code field, enter or select a value.
17.	In the Prospect group field, enter or select a value.
18.	In the list, click the link in the selected row.
19.	Expand the Credit and tax section.
20.	Select Yes in the Mandatory credit limit field.
21.	In the Credit rating field, type a value.
22.	In the Credit limit field, enter a number.
23.	Click Save.
24.	Click Save.