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How can I add a prospective client / deal into Prolegis?

You can add prospective clients and deals into Prolegis. Associate quotes and other notes with the prospective deal. Convert the prospects into actual matters once you get the deal.

To add a prospective client / deal to Prolegis you can either:

1. Click the Add Prospect quick action, or

Prospect Quick 2

2. Navigate to the General Practice menu and click "Prospects"

Prospect Menu 2

Add the new prospect and complete the details.  You can add existing clients as prospects and new people as prospects.

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Once you have confirmation that you've won the deal, create the matter.

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