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Different Account ?

Former Member
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Can someone tell us what is the difference between Account Prospect and Account Customer ?

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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An account customer is an account that have already done a transaction with your company.

A prospect is a potential customer.

Answers (1)

Answers (1)

Kinsbrunner
Active Contributor
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In addition to what Gabriele says, you can set an Account as a Prospect/Customer by checking/unchecking the Prospect field, as well as selecting the corresponding value from Role drop-down.

User is allowed to move from one role to the other whenever he desires to.

In case you are working on integration scenario with ERP, I would suggest you to give a glance to Step 3 of the following document where it explains a bit about the relation to Account Group field in ERP ()