Prospects are those who inquire from an entity for their goods and services. Prospect turns to Customer, when one decides to register oneself with an entity and buy goods and services.
We have system of recording all inquiries from the prospects. We would like to know whether is there any provision Manager can assist us where we can record the same in Manager with basic information at the early stage at least to reconnect them and the same can be use or clone to second stage i.e Customer when one is actually willing to register and place the order or agree to have services.
We have opted for second option and suggestion. However, it is getting difficult to manage. Besides, Customer number shows larger which is not the case in actual.
If Manager can think of a tab like Sales / Purchase Quote which do not have any implications and it can be clone or copy to SI / PI etc as and when needed. I think, this idea might work.
You could also look to use the Code and Business Identifier field for example:
Code: PS00001 (Prospective Student 00001)
Business Identifier: Prospective Students
You could then search Customers for PS and they will show you the whole list.
Once a Prospective student becomes enrolled you can Clone this student (in view) and change the PS to ER00001 and Business Identifier to Enrolled. The entry with PS should also be edited to become inactive. After the student ends / completes the study you can edit the ER to become inactive also.
You can create some themes that you can use for forms so it reflects the eduction sector.