Add a new prospect
Existing contacts and prospects are displayed to the right of the prospect details.
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Do one of the following:
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To create a new prospect, click New Prospect.
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To add a new prospect to an existing contact, click Add To Prospects.
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To add a new opportunity to an existing prospect or client, click Add Opportunity.
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The Just Business Card tab displays all business cards (prospects) that don't have an opportunity attached. Click Columns to select the columns you want to view.
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To add an opportunity or event to the business card, select an option on the Action list.
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Select a prospect to view the business card summary. Here you can view Details, Business, Opportunities, Events and
Attributes.