---
title: "CRM > Create a Prospect R12"
canonical: "https://technology.bytangram.com/space/TGKB/719389357/CRM%20%3E%20Create%20a%20Prospect%20R12"
format: markdown
---
**Prospects **are potential new business customers that you want to work with. You can create CRM pipelines and activities against both prospects and clients, but you cannot create a job against a prospect. The creation of prospects is usually open to users who have access to the CRM module.

> ℹ️ To create a client please refer to [https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=616136899](https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=616136899)

---

## CREATE A PROSPECT

- Go to **CRM **module > **clients & prospects list **> click the **add new prospect **:pipeline-partner:  icon
- In the pop-up complete the following fields (only the name field is mandatory, the rest are optional

|  |  |
| --- | --- |
| **FIELD** | **DESCRIPTION ** |
| **Name*** | Name of company / prospect |
| **Address and company details** | This information can be added now or later |
| **Business** | If using business types, you can select and allocate a business from the dropdown |
| **Default company ** | Defaults to your company (but if you have access to multiple companies you can select the relevant company here) |
| **Responsible** | The person responsible for the prospect, this will default t*o your name* |
| **Resource group** | If using resource groups, you can select and allocate a group from the dropdown |
| **Checkbox: ****[Create new pipeline](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/691798061/CRM+%3E+Create+a+Pipeline)** | Check to continue on and create a new pipeline straightaway |
| **Checkbox: ****[Create the first activity](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/713293873/CRM+%3E+Create+Pipeline+Activity)** | Check to continue on and create a new activity straightaway |
| **Checkbox: Ignore duplicate control** | The system will automatically check for duplicate records before creating a new one, check this box to ignore this control |

- Click** ok **to create the record

![image](media://85a26501-7e89-4aed-bbbb-3c37a87562f4)

> ℹ️ To add, update and maintain client and prospect information and contacts, create and review pipelines, create and view activities, as well as upload documents and start conversations with other employees, please see [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/731742209](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/731742209)

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