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KatekileWorldwidekatekile Docs ERP user guide
  1. Guide
  2. Sales & CRM

Prospects

Group leads and opportunities that belong to one target organisation.

Used bySales MgrCSR

A Prospect represents a target organisation (for example Imali Digital Bank) and gathers its leads and opportunities in one place.

Who: Katekile Sales Manager (create, edit), Customer Service Rep (edit). Menu: CRM → Prospects.

Prospect cards.
Prospect cards.

Create or update a prospect

  1. CRM → Prospects → Add Prospect (or Create → Prospect from a lead).
  2. Fill Company Name, Industry, Market Segment, Territory, Annual Revenue, No. of Employees, Website and the Katekile Company that will sell to them.
  3. Set the Prospect Owner and save.
Prospect header with owner, linked leads and opportunities, revenue, size and completeness.
Prospect header with owner, linked leads and opportunities, revenue, size and completeness.

The tabs Leads and Opportunities list everything linked to the prospect; Activities and Comments keep the history.

Last updated October 16, 2026