--- title: Lead/Prospect Management description: Your sales team has the option to compile a list of prospects using Elecate Prospect Management.  The Prospect manager captures referral, contact, and communication information. The Prospect Managemen --- [Skip to content](https://faq.elecate.com/faq/prospect1#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en) 3. [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) # Lead/Prospect Management A *Prospect* is someone **not yet ready to book**, but who may become a customer.   Prospect Management allows your sales team to: - Track **potential clients** - Record **initial interactions** - Organize **follow-ups** - Measure **lead sources** The Prospect form is structured into key sections: | Section | Purpose | | --- | --- | | **Contact Information** | Identify and reach the lead | | **Referral Source** | Track where the lead came from | | **Assignment** | Define who owns the lead | | **Notes & Communication** | Capture context and follow-ups | Prospect vs Customer (Critical): | Prospect | Customer | | --- | --- | | Early-stage lead | Ready to book | | No events allowed | Can create events | | Used for tracking | Used for revenue | **Rule:** > You must convert a Prospect to a Customer before booking or quoting. **Before using Prospect Management, ensure:**  Required Access - Access to **Sales & Marketing** - Permission to use **CRM (Customer)**  System Setup - Referral Sources configured (e.g., Facebook, Website, Referral) - Sales reps/users created - Roles assigned for accountability  **When to Use Prospect:** Use Prospect when: - A client is **inquiring** - There is **no confirmed event yet** - You are still **qualifying the lead** **FIELD DEFINITIONS:** | Field | What it Means | Format | Example | Business Impact | Required | | --- | --- | --- | --- | --- | --- | | **Name** | Prospect’s name | Text | Maria Lopez | Identifies lead | ✅ | | **Company** | Business name | Text | ABC Corp | B2B segmentation | ❌ | | **Phone** | Contact number | Numeric | +503 7777-8888 | Direct follow-up | ✅ | | **Email** | Email address | Email | maria@email.com | Communication | ✅ | | **Referral Source** | How they found you | Dropdown | Instagram | Tracks marketing ROI | ✅ | | **Assigned To** | Sales representative | Dropdown | John Perez | Accountability | ✅ | | **Notes** | Additional info | Text | Wedding, 150 guests | Improves conversion | ❌ | | **Created Date** | Entry creation date | Auto | 2026-05-25 | | | **DECISION FRAMEWORKS:**   When to Use Prospect vs Customer:   | Scenario | Action | Explanation | | --- | --- | --- | | Initial inquiry | Prospect | Early-stage tracking | | Client asks for pricing | Convert to Customer | Required for quoting | | Repeat client | Customer | Skip Prospect | | Marketing leads | Prospect | Track campaign performance | | Confirmed booking interest | Prospect → Customer | Convert immediately | **A) To add a new Lead/Prospect:** 1. Go to ***Sales & Marketing*** in the left side panel. 2. Click on ***Customer (CRM)***. 3. Click ***Lead/Prospect*** in the navigation bar. 4. Click ***Lead/Prospect Management***. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jul-18-2024-03-12-12-4965-PM.png?width=670&height=452&name=image-png-Jul-18-2024-03-12-12-4965-PM.png) 5. Click ***New Entry***. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jul-18-2024-03-28-07-9063-PM.png?width=670&height=290&name=image-png-Jul-18-2024-03-28-07-9063-PM.png) 6. Fill in the information of the **New Lead/Prospect information**. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jul-18-2024-03-29-00-7388-PM.png?width=670&height=317&name=image-png-Jul-18-2024-03-29-00-7388-PM.png) 7. Click on ***Save***. ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jul-18-2024-03-29-27-1456-PM.png?width=670&height=322&name=image-png-Jul-18-2024-03-29-27-1456-PM.png) 8. Additional Info, add extra details about Prospect such as: **Prospect Profile, Financial Budget and Special Date:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-25-2026-05-31-46-4409-PM.png?width=670&height=319&name=image-png-May-25-2026-05-31-46-4409-PM.png)           9.  Notes, helps the user to leave important information or details about the **Prospect created:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-25-2026-05-35-38-9012-PM.png?width=1530&height=623&name=image-png-May-25-2026-05-35-38-9012-PM.png)  10.  Secondary Contact, allows the user to add a **secondary contact for the Prospect created:** ![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-25-2026-05-36-26-9271-PM.png?width=1535&height=585&name=image-png-May-25-2026-05-36-26-9271-PM.png) 11.  Lead Details, allows the user to track the event´s information such as: **Guest Count, Event Date, Event Time, etc.:**  ![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-25-2026-05-38-07-1139-PM.png?width=1530&height=707&name=image-png-May-25-2026-05-38-07-1139-PM.png) 12.  CRM, track and manage customer interactions by setting the **Last Action** and scheduling the **Next Action**. You can also view the **CRM activity history** and upload files for record-keeping, helping maintain organized and up-to-date communication details:  ![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-25-2026-05-39-18-9885-PM.png?width=1530&height=922&name=image-png-May-25-2026-05-39-18-9885-PM.png) ![](https://faq.elecate.com/hs-fs/hubfs/image-png-May-25-2026-05-40-43-1154-PM.png?width=1527&height=914&name=image-png-May-25-2026-05-40-43-1154-PM.png) - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - [Mobile Apps](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#mobile-apps) - [Legacy Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#legacy-development) - [Elecate User Guide](https://faq.elecate.com/faq/elecate-user-guide?hsLang=en) - [Elecate Mobile App](https://faq.elecate.com/faq/elecate-mobile-app?hsLang=en) - [Elecate Shopping Cart](https://faq.elecate.com/faq/elecate-shopping-cart?hsLang=en) - [Elecate Academy](https://faq.elecate.com/faq/elecate-academy?hsLang=en#main-content) - [User Guide](https://faq.elecate.com/faq/elecate-academy?hsLang=en#user-guide) - [Upcoming Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#main-content) - [Upcoming Core Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#upcoming-core-releases) - [Integrations](https://faq.elecate.com/faq/integrations?hsLang=en) [![Chill listening crop-3](https://faq.elecate.com/hubfs/Elecate_pri.svg "Chill listening crop-3")](https://www.elecate.com?hsLang=en) Help Center Copyright © 2026, Elecate