---
title: "Prospect Management"
slug: "prospect-management-1"
description: "Learn how to use Joblogic’s Prospect Management feature to track, quote, and convert potential customers without mixing them into your live client data. This video guide shows you how to add, manage, and covert prospects to active customers in addition to running dedicated prospect reports — all within the Joblogic system. "
tags: ["prospects", "clients", "Customers"]
updated: 2025-05-30T15:01:09Z
published: 2025-05-30T15:01:09Z
canonical: "support.joblogic.com/prospect-management-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.joblogic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Prospect Management

Learn how to use Joblogic’s Prospect Management feature to track, quote, and convert potential customers without mixing them into your live client data. This video guide shows you how to add, manage, and covert prospects to active customers in addition to running dedicated prospect reports — all within the Joblogic system.

[Video](https://cdn.document360.io/7b0221a4-2cb1-462b-9b01-b03051eb7ca3/Images/Documentation/Prospect%20Management.mp4)

See our user guide on this [here.](https://support.joblogic.com/docs/carriage-apportionment)

## Related

- [Prospect Management](/prospect-management.md)
- [Adding a Customer Individually](/adding-a-customer-individually.md)
- [Upgrading a Quote](/upgrading-a-quote.md)