Creating Prospects

TFS allows businesses to create prospect information which, at a later date, can be converted into clients. Creating prospects is completed through via the New Prospect Wizard.

To Create a New Prospect

1. From the File menu, select New then Client. The Create/Select New Client prompt will appear.

   Press the F8 key

2. Click the Yes button to create a new client that will be based on an entity that is NOT already established in TFS.
   OR
   Click the No button to create a client based on an entity already established in TFS. The Search dialog will be displayed allowing you to search for an entity already in the system.
   OR
   Click the Cancel button to cancel the process.
3. Click the Class popup dialog (). The Select Client Class dialog will be displayed.
4. Select Prospect.
5. Click the OK button.
6. Follow the steps for creating a new client (New Client Wizard). This is located under Managing Clients