When you import data to Morningstar Office, it shows up as a client record, even if it is a prospect’s information. You can easily convert a client to a prospect:
In the left navigation pane, click the Client Management tab, and then select Clients.
Select the client you want to convert to prospect status (you can convert more than one at a time) by checking the box located to the left of the client name.
From the Action menu, select Edit, Convert to Prospect. The client will be converted to a prospect and moved to the Prospects grid.