--- title: Prospects description: The Prospects function in Accountability provides a streamlined way to manage new business prospects and leads without the need for a separate CRM solution. --- [Skip to content](https://knowledgebase.counta.com/knowledge/prospects-how-to-create#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Master Files](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en) 3. [Prospects](https://knowledgebase.counta.com/knowledge/master-files?hsLang=en#prospects) April 27, 2026 # Prospects ## 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:** ### 1. Navigate to **Master Files \> Prospects.** ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/32a46c6d-b254-4aed-a0e5-cc6496282974/ascreenshot_ce71d60f486947f2bbcb1e31b4da7e4d_text_export.jpeg) 2\. Click **'New Prospect'**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/cd29f3e6-81b0-45be-9e8b-345a1cca46aa/ascreenshot_6a07ad9196f445f79f79073162e6122c_text_export.jpeg) 3\. Enter the **Company Name**. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/b3f4775f-57e2-4ed6-8e77-308c7fc6d7b9/ascreenshot_4b0b7bbd78b44ce890779947a5192063_text_export.jpeg) 4\. Select a '**Prospect Type'** from the dropdown list, if required. - Custom Prospect Types can be defined via the Prospect Types link on the Search Prospects page. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/6aa2041b-6aac-42c2-96e6-a84f05919656/ascreenshot_df202150f02445f4ad9cf7ea26581e53_text_export.jpeg) 5\. If applicable, enter the **Website URL** to retain this detail for future reference. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/6398cb71-20c2-4c95-b13b-52387ddefe22/ascreenshot_bcca5e831db34f648aabed15517d1b3f_text_export.jpeg) 6\. Update the **Office** and **Client Manager** fields as needed, and provide a description of the prospect if applicable. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/290f5aab-e16b-4783-8e31-d71e3eb338fc/user_cropped_screenshot_34eda86e48f24fc2a244dfa98b919150_text_export.jpeg) 7\. Enter the prospect's value. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/72236c23-ab6e-4a93-afe6-bd1c6076e473/ascreenshot_6e444a53c48546d1b5243f1a48925078_text_export.jpeg) Tip: The '**+**' icon in the **Sector, Current Status, Size, Source, and Weighting** allows the user to Custom Codes. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/4ab59737-b956-4830-a6e0-71978f12f19e/screenshot_9cb12f03c34e480a80f7a039a8e38258_text_export.jpeg) 8\. Once done, click '**Save**'. ![](https://colony-recorder.s3.amazonaws.com/files/2025-05-19/152f45b1-3da2-4028-9586-479c4b6ed0ae/ascreenshot_d209c1f7e9914402adf06b5e30e15c5c_text_export.jpeg) ### **Managing Prospects:** - Add activities/tasks related to the prospect at the bottom of the page.![2025-05-19\_21-58-55](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_21-58-55.jpg?width=670&height=323&name=2025-05-19_21-58-55.jpg) - Export a list of current prospects and activities from the Search Prospects page, then click '**Excel**'.![2025-05-19\_22-00-24](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_22-00-24.jpg?width=670&height=151&name=2025-05-19_22-00-24.jpg) - 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](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_22-04-45.jpg?width=670&height=201&name=2025-05-19_22-04-45.jpg) ### **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](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_22-12-12.jpg?width=670&height=141&name=2025-05-19_22-12-12.jpg) This page shows all activities for current prospects. ![2025-05-19\_22-13-59](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_22-13-59.jpg?width=670&height=146&name=2025-05-19_22-13-59.jpg) - 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](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_23-13-53.jpg?width=670&height=91&name=2025-05-19_23-13-53.jpg) 2. Click the '**Prospect Activities**' link. From the list of activities, click on the **Company Name**.![2025-05-19\_23-21-55](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_23-21-55.jpg?width=670&height=155&name=2025-05-19_23-21-55.jpg)![2025-05-19\_23-22-20](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_23-22-20.jpg?width=670&height=196&name=2025-05-19_23-22-20.jpg) 3. Click on the '**Messages**' link to create and retrieve messages and emails related to the prospect.![2025-05-19\_23-24-33](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_23-24-33.jpg?width=670&height=322&name=2025-05-19_23-24-33.jpg) ### **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. ![2025-05-19\_23-26-16](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_23-26-16.jpg?width=670&height=193&name=2025-05-19_23-26-16.jpg) ### **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.  ![2025-05-19\_23-28-13](https://knowledgebase.counta.com/hs-fs/hubfs/2025-05-19_23-28-13.jpg?width=670&height=113&name=2025-05-19_23-28-13.jpg)   - [Product Updates](https://knowledgebase.counta.com/knowledge/product-updates?hsLang=en#main-content) - 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