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title: "Prospect Customer/Supplier"
canonical: "https://wiki.soft1.eu/space/SS5EN/991625279/Prospect%20Customer%2FSupplier"
format: markdown
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In SOFT1 ERP, **Prospect** (Customer/Supplier) refers to the potential status of Customers and/or Suppliers in your business. For example, a Prospect Customer may be involved in contacts and/or transactions that have not yet been officially completed *(e.g. Offers, Sales Opportunities)*. Once the partnership is finalized, the prospect status will no longer be valid.  
  
**Prospect Customers/Suppliers **are** **involved in: 

:check_mark: Purchases/Sales **Documents**: can be activated in Docs Types.   
:check_mark: **Sales opportunities**: Selected in Customer field *(CRM → Sales → Sales Opportunities → Sales Opportunity → Sales Opportunity → People Involved).*  
:check_mark: ERP as **Draft Entries**, i.e. as prospect contacts that can be converted into a Customer/Supplier or/and a Prospect Customer/Supplier.  
:check_mark: **CRM** Actions, such as *Calls, Meetings, Contacts, etc.*

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