Knowledge BaseAccounts

    The difference between customers and prospects

    Updated on February 5th, 2024

    Customers and Prospects are almost identical except for these differences:
    • Customer accounts are for businesses that have actually bought something from your business
    • Prospect accounts are for businesses that you might have created estimates for but they haven’t yet bought anything
    Once a prospect actually buys something from you, they will automatically become a customer. This can happen two ways:
    1. You created an estimate (which they approved) so you converted that estimate into an invoice
    2. You simply created an invoice for the Prospect

    Either of the two actions above will result in a prospect being converted into a customer.

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