Prospects are similar to the members section with the exception that entries in this list are not yet accepted members to the RHOP programs. This section is for tracking potential future members for the RHOP programs.
The Grid listing can be grouped by various grid headers. (see Grid for more information)
•To create a new Prospect record select on the tool bar the New 
button.
•To open a Prospect record double click the prospect record and the prospect profile will be displayed. Once the prospect profile is open the user can edit the information it contains.
•The Prospect Becomes a Member button transfers the prospect information to the members section of the system.
•The Reactivate Prospect button, permits a pass prospect record to be reactivated.
•The Cancel Prospect button cancels the prospects record and profile.
Establishment Name: the name the establishment uses.
Prospect No: is automatically generate by the system and cannot be changed by the user.
Legal Name: This is the legal name used by the establishment which can be different from the Establishment Name.
Status: The current status for the Prospect.
Logo for the Prospect : used in reports
Member rebate program : the rebate program the prospect is considering.
Region: the region where the prospect is located.
Establishment and Mailing information of the prospect.
Communication Information: how to communicate with the prospect
Tax Information: Required for Accounting purposes
Operational: If the member pursues their activities on a seasonal or full time basis
Annual Sales: Estimated annual sales broken down by categories
Three major Suppliers: The Prospect three major suppliers that they use.
Business Owner tab:
Contains a list of Business Owners for the Prospect.
The available list of pre-created business owners, a user can select, is taken selected from the Business Owners section of the membership section. This section allows users to link an existing Business Owner with a prospect.
•To add a new Business Owner to a Prospect record use the New 
record button in the tab section.
•To edit a record double click the record.
The Business Owner Profile dialogue will be displayed, Select the Business Owner you want to attach to the Prospect by selecting the Business Owner from the list displayed In the drop down list of the Business Owner Id field.
Contact tab:
Contains a list of Contacts for the member.
•To add a new contact use the New record button in the tab section.
•To edit a record double click the record.
The Contact Profile dialogue will be displayed, Enter the Contact information.
To Save:
▪ Select the File Option on the tool bar
▪ Select one of the Save Options.
Notes tab:
Contains a list of Notes associated to the prospect. Each note contains a date of when it was created.
To Add or edit a prospect note follow the same instructions as those for the Contact list
Documents tab:
Contains a list of Documents associated to the prospect. Each Document contains a document description, document type and date of when it was created.
To Add or edit a prospect document follow the same instructions as those for the Contact list