Prospects

Prospects - How to Create

The Prospects function in Accountability provides a streamlined way to manage new business prospects and leads without the need for a separate CRM solution.

How to Create New Prospects:


Managing Prospects:

  • Add activities/tasks related to the prospect at the bottom of the page.2025-05-19_21-58-55
  • Export a list of current prospects and activities from the Search Prospects page, then click 'Excel'.2025-05-19_22-00-24
  • Automatically create a client once a prospect is won by opening the prospect detail page and clicking 'Create Client'.2025-05-19_22-04-45


Managing Prospect Activities:


From the Master Files > Prospects search page, click the Prospect Activities link to view, add, edit, or delete activities.2025-05-19_22-12-12

This page shows all activities for current prospects.

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  • Add an activity by clicking on 'New Prospect Activity' from the upper-section of the screen.
  • To delete an activity, check the box on the far left of the activity, and the fields will become editable.

Messages and Communications:

The Messages, similar to the Jobs message function is also available for Prospects. It allows you to create and retrieve messages and emails relating to a new business prospect within the Prospect itself.

How to access Messages:

  1. Navigate to Master Files > Prospects 2025-05-19_23-13-53
  2. Click the 'Prospect Activities' link. From the list of activities, click on the Company Name.2025-05-19_23-21-552025-05-19_23-22-20
  3. Click on the 'Messages' link to create and retrieve messages and emails related to the prospect.2025-05-19_23-24-33

Assigning Prospects to Existing Clients:

For prospects related to existing clients, such as a new project, create the new prospect and click 'Assign to Client' to link it accordingly.

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Managing Prospect Contacts:

Create multiple contacts for each prospect and designate one as the Primary contact.​ If a contact has been assigned, click on the '+' icon to add more. 

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