Contacts & Accounts
Prospects (leads)
Work the prospect list, convert to customers, and use filters.
Last updated 2026-04-12 · Open in app
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Prospects list: same CRM table pattern as Accounts with prospect-specific columns.
Prospects are leads before they become customers. The list uses the same CRM table toolkit as accounts and contacts.
Create prospects
Add rows with the plus control or use New prospect when you need the full form flow.
Qualify and convert
Update status, temperature, and owner fields as the lead progresses. Your org may use custom fields for trade shows, territories, or follow-up dates—those appear when configured in Admin.
Filter, export, delete
Use filters and saved views to segment lists (for example by region or source). Export to CSV or delete with confirmation, consistent with other CRM objects.