Record prospect business information

Here, you can record business information for the prospect.

On the Business tab, enter any marketing and source information:

• Field
• Description
• Industry - used to segment prospects by industry sector
• Business Type - used to segment prospects by business type
• Office - the office that the prospect will belong to
• Source - comes from the Source of Client category
• Source Contact - also known as referrer. Used as a lookup field against existing contacts
• Source Name - enter the referrer if not an existing contact
• Rating - controlled by the Client Rating category. A way of categorising your clients
• Ownership - comes from the Ownership Codes category. Used to determine the type
  of entity the prospect is
• Staff Responsible - assign a staff member to the prospect