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7.2. Prospect records
Only records marked with the Membership/Customer Status of Prospect will appear in the Prospect Centre.
Within each primary record's (company) Membership/Customer section, contains a Prospect Status. The Prospect Status relates to the stage that the primary record is in the sales funnel.
You can easily search for primary records in the Prospect Centre using the available search bar.
Each stage in the Prospect Centre includes an Anticipated Amount at the bottom. This allows you to see the Anticipated Amount of income, accumulating the Amount of each record within the given stage.
Please note clients with a web integration will have the ability for new records to register. This creates a new record in the CRM. The record is defaulted to have a membership status of Prospect which pulls that new record into the Prospect Centre.