In the left navigation pane, click the Client Management tab, and then click Prospects, or from the top menu, click New, Prospect and then select Individual or Institutional.
The Prospect Profile record opens where you can input general information about the prospect. All blue fields are required.
Note: The way the information is entered in the Client name field determines the way it is displayed on the grid. For instance, to have the grid alphabetized by last name, you should enter it as Last Name, First Name.
Click the Save button located in the top menu bar. The prospect information is saved and additional profile areas are then available.
Enter pertinent data including contact information, financial data, and tax details in the tabs.
Enter data in each section as it pertains to this prospect.
Click the Save button when finished to save your prospect and return to your client list.
Note: Prospects can be defined as either Individual or Institutional. The data points associated with each type vary accordingly. For example, institutional prospects have Tax IDs and Date of Incorporation associated with them, while individual prospects are associated with Social Security Numbers and Birth Dates.