This is a very common question to have if you’re not quite familiar with SalesBinder. Customers and Prospects are almost identical except for one difference:
  • 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.