In Lynx, prospects are your potential customers. You can create accounts for them just like a regular customer, enter their information, and when the time comes Lynx can turn the prospect into a customer account.
For help on adding a prospect, see Add Prospect.
Once you have a prospect account you are able to attach notes, reminders, and even associated people just like a normal account.
For help on attaching notes, reminders, or associated people to a prospect, see Prospect Notes and Reminders.
Lynx makes the process of turning a prospect into a customer account very simple, here's how:
From the prospect account. . .
1. Left-click the button.
2. Left-click Make this prospect into an account.
3. Lynx starts the add a customer process using the information you've already entered for the prospect.
The prospect account will still remain in the system, however it will be set to inactive.