Prospects

*Because if you don't enable it for individuals, only businesses can be marked as prospects

1. Log in as the owner (or as someone with permission to the General Setup & Options screen)
2. Follow this menu path: Toolbox => Setup => General Setup & Options
3. Enable this feature: "Allow Individuals to be Prospects:"
4. Click on the Update button

In order for this report to work, you need to start tracking prospects. This simply means that you save people into the system that aren't actually clients, but you think could be some day. Once you save them into the system, check the Prospect? box at the top of his or her screen.  

You now need to enter all of the prospect information about this client in his or her Profile screen

• Closure Prob%: Basically, you're predicting how likely the odds are that this prospect will buy your services (eventually making them a client). If you type in "80" , then you're giving your prospect 80% odds that they will actually do business with you. You're assuming there's a 20% chance that they won't become a paying client. Like you would with any other customer relationship managing software, you're going with your gut instinct when you fill this in.
• Exp Close Date: This is your guess about when the prospect will close, meaning when they will eventually buy your services.
• Exp Close Amt: This is the amount you think the prospect will pay you when they do finally pay for your services.
• First Contacted: This is the date that you first made contact with the client via email, over the phone, or in person.
• Prospect Stages - You can use this feature to track how close each Prospect is getting to their close date. Examples of stages might be Sent an Email, Interested, Not Interested, Waiting for Signature, etc...
  • If nothing appears here, then you need to enter at least one Prospect Stage here: Clients => Prospect Stages