A. In the perfect flow of any sales process it starts with the Lead, which turns into a Prospect, which turns into a customer:

 

 

But it doesn’t always happen this way.  Perhaps they walk in the front door and inquire about your product/service, they start out as a Prospect in this case.  Or they call you and sign on the dotted line and begin as a customer.  The category in Advantage Anywhere is simply where they are in the process.  It is important to keep your contacts in the right category (right bucket) so that you can easily market to them,

Perhaps you want to reach out to all your current customers/clients/Residents, you can do this by clicking on the dashboard and pull up all these contacts in one click.  The same with Prospects, etc. Take care to make sure your contacts are in the correct category, remembering to mark those as Lost/Inactive when appropriate.